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 | $675,590 | $185,822+263.6% | $169,993+297.4% | $139,434+384.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.80% | 60.50%-45.7pp | 53.37%-38.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $20,642 | $7,590+172.0% | $6,785+204.2% | $4,751+334.5% |
| Participant deferral / active EE | $15,382 | $11,622+32.4% | $10,408+47.8% | $6,710+129.2% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |