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 | $483,422 | $99,020+388.2% | $86,590+458.3% | $147,584+227.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.77% | 1312.34%-1295.6pp | 964.84%-948.1pp | 578.55%-561.8pp |
| Employer contribution / active EE | $2,104 | $3,132-32.8% | $2,839-25.9% | $4,876-56.9% |
| Participant deferral / active EE | $16,836 | $3,972+323.8% | $3,609+366.6% | $5,439+209.6% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |