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 7-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 | $323,206 | $114,381+182.6% | $107,525+200.6% | $142,382+127.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.86% | 242.71%-224.8pp | 181.32%-163.5pp | 217.08%-199.2pp |
| Employer contribution / active EE | $32,304 | $4,015+704.7% | $3,754+760.6% | $4,299+651.4% |
| Participant deferral / active EE | $13,625 | $5,564+144.9% | $5,116+166.3% | $6,507+109.4% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |