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 | $897,760 | $96,635+829.0% | $86,612+936.5% | $139,434+543.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.88% | 106.41%-89.5pp | 591.07%-574.2pp | 372.94%-356.1pp |
| Employer contribution / active EE | $17,766 | $3,263+444.5% | $3,022+487.8% | $4,751+274.0% |
| Participant deferral / active EE | $13,125 | $4,836+171.4% | $4,438+195.8% | $6,710+95.6% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |