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 | $584,848 | $104,907+457.5% | $84,611+591.2% | $152,861+282.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 24.62% | 373.79%-349.2pp | 258.74%-234.1pp | 345.32%-320.7pp |
| Employer contribution / active EE | $16,081 | $3,302+387.1% | $2,652+506.4% | $4,762+237.7% |
| Participant deferral / active EE | $10,739 | $4,688+129.1% | $3,899+175.5% | $5,850+83.6% |
| Admin fee / account holder | $107 | $6,241-98.3% | $4,912-97.8% | $11,596-99.1% |