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 | $1,229,168 | $183,519+569.8% | $155,509+690.4% | $145,922+742.3% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | 36.22% | 61.17%-24.9pp | 64.67%-28.4pp | 561.29%-525.1pp |
| Employer contribution / active EE | $9,192 | $5,313+73.0% | $4,672+96.7% | $4,660+97.3% |
| Participant deferral / active EE | $10,982 | $6,462+69.9% | $5,626+95.2% | $6,688+64.2% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |