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 | $449,126 | $106,515+321.7% | $96,683+364.5% | $139,434+222.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 37.01% | 38.43%-1.4pp | 35.69%+1.3pp | 372.94%-335.9pp |
| Employer contribution / active EE | $10,938 | $4,103+166.6% | $3,737+192.7% | $4,751+130.2% |
| Participant deferral / active EE | $8,038 | $5,454+47.4% | $4,878+64.8% | $6,710+19.8% |
| Admin fee / account holder | $8 | $7,877-99.9% | $6,730-99.9% | $11,403-99.9% |