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 | $480,823 | $172,111+179.4% | $150,298+219.9% | $137,256+250.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.50% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $24,586 | $4,636+430.3% | $4,154+491.9% | $4,156+491.6% |
| Participant deferral / active EE | $19,074 | $6,166+209.4% | $5,453+249.8% | $6,407+197.7% |
| Admin fee / account holder | $226 | $16,471-98.6% | $14,116-98.4% | $12,270-98.2% |