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 | $383,804 | $121,625+215.6% | $104,607+266.9% | $158,922+141.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 9.45% | 465.26%-455.8pp | 340.46%-331.0pp | 302.83%-293.4pp |
| Employer contribution / active EE | $14,204 | $3,163+349.1% | $2,681+429.9% | $4,761+198.3% |
| Participant deferral / active EE | $8,971 | $4,177+114.7% | $3,740+139.9% | $5,982+50.0% |
| Admin fee / account holder | $40 | $7,787-99.5% | $6,473-99.4% | $11,246-99.6% |