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 4-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 | $254,340 | $93,024+173.4% | $77,024+230.2% | $134,475+89.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.69% | 62.60%-80.3pp | 42.32%-60.0pp | 417.96%-435.6pp |
| Employer contribution / active EE | $11,148 | $3,418+226.2% | $2,812+296.4% | $4,740+135.2% |
| Participant deferral / active EE | $14,619 | $5,238+179.1% | $4,426+230.3% | $6,400+128.4% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |