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 8-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 | $292,543 | $90,600+222.9% | $79,464+268.1% | $135,375+116.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.69% | 977.43%-976.7pp | 718.14%-717.4pp | 519.73%-519.0pp |
| Employer contribution / active EE | $13,979 | $3,068+355.6% | $2,800+399.2% | $4,779+192.5% |
| Participant deferral / active EE | $24,000 | $4,050+492.6% | $3,704+548.0% | $5,609+327.9% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |