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 | $343,365 | $144,119+138.3% | $117,854+191.3% | $147,584+132.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 42.92% | 531.15%-488.2pp | 335.08%-292.2pp | 578.55%-535.6pp |
| Employer contribution / active EE | $6,377 | $4,896+30.2% | $3,786+68.4% | $4,876+30.8% |
| Participant deferral / active EE | $8,422 | $5,316+58.4% | $4,482+87.9% | $5,439+54.9% |
| Admin fee / account holder | $3 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |