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 | $886,621 | $132,634+568.5% | $115,768+665.9% | $137,256+546.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.90% | 160.70%-143.8pp | 100.46%-83.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $20,117 | $3,360+498.8% | $2,940+584.3% | $4,156+384.0% |
| Participant deferral / active EE | $34,750 | $5,619+518.5% | $4,917+606.8% | $6,407+442.4% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |