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 | $1,112,011 | $202,318+449.6% | $172,739+543.8% | $152,861+627.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.24% | 1029.65%-1006.4pp | 802.84%-779.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $31,949 | $5,856+445.6% | $5,143+521.2% | $4,762+570.9% |
| Participant deferral / active EE | $18,498 | $5,948+211.0% | $5,198+255.9% | $5,850+216.2% |
| Admin fee / account holder | $91 | $17,109-99.5% | $13,954-99.3% | $11,596-99.2% |