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 | $291,211 | $185,200+57.2% | $142,863+103.8% | $167,490+73.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 71.9%+28.1pp | 82.1%+17.9pp |
| Annual return | 19.07% | 8555.70%-8536.6pp | 5637.54%-5618.5pp | 478.56%-459.5pp |
| Employer contribution / active EE | $8,463 | $5,604+51.0% | $4,144+104.2% | $4,837+74.9% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $3,837-100.0% | $6,341-100.0% |
| Admin fee / account holder | $10 | $8,031-99.9% | $6,560-99.8% | $12,309-99.9% |