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 | $257,355 | $202,318+27.2% | $172,739+49.0% | $152,861+68.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.17% | 1029.65%-1009.5pp | 802.84%-782.7pp | 345.32%-325.1pp |
| Employer contribution / active EE | $20,146 | $5,856+244.0% | $5,143+291.7% | $4,762+323.0% |
| Participant deferral / active EE | $9,500 | $5,948+59.7% | $5,198+82.8% | $5,850+62.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |