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 5-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 | $1,272,068 | $169,032+652.6% | $129,207+884.5% | $145,922+771.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.72% | 14330.11%-14311.4pp | 9417.33%-9398.6pp | 561.29%-542.6pp |
| Employer contribution / active EE | $43,500 | $5,537+685.7% | $4,153+947.4% | $4,660+833.6% |
| Participant deferral / active EE | $60,500 | $4,987+1113.1% | $4,168+1351.7% | $6,688+804.6% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |