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 | $557,231 | $68,097+718.3% | $62,929+785.5% | $137,256+306.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.70% | 1859.11%-1844.4pp | 1063.93%-1049.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $13,447 | $2,811+378.4% | $2,505+436.9% | $4,156+223.6% |
| Participant deferral / active EE | $31,157 | $4,553+584.4% | $3,888+701.3% | $6,407+386.3% |
| Admin fee / account holder | $20 | $6,521-99.7% | $5,065-99.6% | $12,270-99.8% |