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 9-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 | $941,948 | $214,378+339.4% | $200,582+369.6% | $142,382+561.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.29% | 46.41%-31.1pp | 42.33%-27.0pp | 217.08%-201.8pp |
| Employer contribution / active EE | $18,250 | $6,841+166.8% | $6,419+184.3% | $4,299+324.5% |
| Participant deferral / active EE | $31,000 | $9,865+214.3% | $9,331+232.2% | $6,507+376.4% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |