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 | $360,305 | $214,378+68.1% | $200,582+79.6% | $142,382+153.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.53% | 46.41%-33.9pp | 42.33%-29.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $28,410 | $6,841+315.3% | $6,419+342.6% | $4,299+560.8% |
| Participant deferral / active EE | $15,048 | $9,865+52.5% | $9,331+61.3% | $6,507+131.3% |
| Admin fee / account holder | $46 | $17,692-99.7% | $16,305-99.7% | $12,624-99.6% |