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 | $385,910 | $159,602+141.8% | $150,045+157.2% | $142,382+171.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.20% | 70.24%-51.0pp | 62.55%-43.4pp | 217.08%-197.9pp |
| Employer contribution / active EE | $10,403 | $4,961+109.7% | $4,693+121.7% | $4,299+142.0% |
| Participant deferral / active EE | $8,856 | $8,310+6.6% | $7,997+10.7% | $6,507+36.1% |
| Admin fee / account holder | $142 | $14,846-99.0% | $13,435-98.9% | $12,624-98.9% |