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 | $522,815 | $138,044+278.7% | $125,339+317.1% | $134,475+288.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -8.81% | 750.33%-759.1pp | 572.05%-580.9pp | 417.96%-426.8pp |
| Employer contribution / active EE | $5,832 | $5,243+11.2% | $4,814+21.1% | $4,740+23.0% |
| Participant deferral / active EE | $16,606 | $7,799+112.9% | $7,446+123.0% | $6,400+159.5% |
| Admin fee / account holder | $177 | $11,571-98.5% | $10,010-98.2% | $11,426-98.5% |