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 | $340,629 | $110,261+208.9% | $95,745+255.8% | $139,434+144.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 43.00% | 27.11%+15.9pp | 28.35%+14.6pp | 372.94%-329.9pp |
| Employer contribution / active EE | $14,356 | $3,257+340.7% | $2,835+406.5% | $4,751+202.2% |
| Participant deferral / active EE | $10,921 | $4,676+133.6% | $4,245+157.3% | $6,710+62.7% |
| Admin fee / account holder | $277 | $6,613-95.8% | $5,678-95.1% | $11,403-97.6% |