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 | $459,555 | $92,703+395.7% | $82,719+455.6% | $134,475+241.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -20.01% | 944.92%-964.9pp | 701.18%-721.2pp | 417.96%-438.0pp |
| Employer contribution / active EE | $8,337 | $3,274+154.6% | $3,009+177.1% | $4,740+75.9% |
| Participant deferral / active EE | $17,615 | $4,802+266.8% | $4,395+300.8% | $6,400+175.2% |
| Admin fee / account holder | $17 | $5,983-99.7% | $5,329-99.7% | $11,426-99.8% |