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 | $363,058 | $150,197+141.7% | $120,368+201.6% | $145,959+148.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 15.93% | 154.26%-138.3pp | 107.26%-91.3pp | 561.95%-546.0pp |
| Employer contribution / active EE | $39,005 | $4,350+796.6% | $3,465+1025.8% | $4,661+736.9% |
| Participant deferral / active EE | $30,500 | $6,174+394.0% | $4,991+511.1% | $6,689+356.0% |
| Admin fee / account holder | $0 | $12,216-100.0% | $9,429-100.0% | $13,398-100.0% |