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 | $490,693 | $112,096+337.7% | $95,952+411.4% | $158,922+208.8% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 14.87% | 171.09%-156.2pp | 91.61%-76.7pp | 302.83%-288.0pp |
| Employer contribution / active EE | $7,720 | $3,198+141.4% | $2,541+203.8% | $4,761+62.2% |
| Participant deferral / active EE | $8,489 | $4,784+77.4% | $4,167+103.7% | $5,982+41.9% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |