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 | $455,001 | $112,096+305.9% | $95,952+374.2% | $158,922+186.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.66% | 171.09%-164.4pp | 91.61%-85.0pp | 302.83%-296.2pp |
| Employer contribution / active EE | $7,127 | $3,198+122.9% | $2,541+180.5% | $4,761+49.7% |
| Participant deferral / active EE | $4,973 | $4,784+3.9% | $4,167+19.3% | $5,982-16.9% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |