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 6-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 | $596,950 | $209,411+185.1% | $178,490+234.4% | $158,922+275.6% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 28.37% | 188.75%-160.4pp | 151.07%-122.7pp | 302.83%-274.5pp |
| Employer contribution / active EE | $12,511 | $5,706+119.2% | $5,011+149.7% | $4,761+162.8% |
| Participant deferral / active EE | $25,763 | $5,954+332.7% | $5,202+395.3% | $5,982+330.7% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |