See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $263,782 | $183,963+43.4% | $162,163+62.7% | $152,861+72.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.45% | 150.76%-127.3pp | 115.59%-92.1pp | 345.32%-321.9pp |
| Employer contribution / active EE | $14,730 | $6,371+131.2% | $5,614+162.4% | $4,762+209.3% |
| Participant deferral / active EE | $17,176 | $8,034+113.8% | $7,298+135.3% | $5,850+193.6% |
| Admin fee / account holder | $102 | $13,121-99.2% | $10,843-99.1% | $11,596-99.1% |