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 | $250,634 | $171,164+46.4% | $127,761+96.2% | $152,861+64.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.0%+21.0pp | 82.4%+17.6pp |
| Annual return | 23.96% | 23.54%+0.4pp | 26.14%-2.2pp | 345.32%-321.4pp |
| Employer contribution / active EE | $9,504 | $5,447+74.5% | $4,574+107.8% | $4,762+99.6% |
| Participant deferral / active EE | $8,338 | $7,038+18.5% | $6,021+38.5% | $5,850+42.5% |
| Admin fee / account holder | $36 | $14,530-99.8% | $9,395-99.6% | $11,596-99.7% |