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 | $528,036 | $118,680+344.9% | $98,907+433.9% | $158,922+232.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 15.32% | 372.35%-357.0pp | 196.43%-181.1pp | 302.83%-287.5pp |
| Employer contribution / active EE | $7,329 | $3,333+119.9% | $2,689+172.6% | $4,761+53.9% |
| Participant deferral / active EE | $5,692 | $5,088+11.9% | $4,244+34.1% | $5,982-4.9% |
| Admin fee / account holder | $198 | $10,131-98.0% | $6,642-97.0% | $11,246-98.2% |