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 | $393,540 | $118,849+231.1% | $96,562+307.6% | $167,490+135.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 14.15% | 50.49%-36.3pp | 37.78%-23.6pp | 478.56%-464.4pp |
| Employer contribution / active EE | $5,273 | $3,120+69.0% | $2,356+123.8% | $4,837+9.0% |
| Participant deferral / active EE | $7,453 | $4,616+61.5% | $3,849+93.6% | $6,341+17.5% |
| Admin fee / account holder | $196 | $8,065-97.6% | $6,181-96.8% | $12,309-98.4% |