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 8-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 | $798,840 | $116,175+587.6% | $93,606+753.4% | $152,861+422.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 27.31% | 35.96%-8.7pp | 32.76%-5.5pp | 345.32%-318.0pp |
| Employer contribution / active EE | $27,500 | $3,218+754.5% | $2,718+911.8% | $4,762+477.5% |
| Participant deferral / active EE | $14,664 | $4,603+218.6% | $4,069+260.4% | $5,850+150.7% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |