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 | $367,796 | $102,616+258.4% | $81,983+348.6% | $158,922+131.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 11.77% | 61.04%-49.3pp | 41.31%-29.5pp | 302.83%-291.1pp |
| Employer contribution / active EE | $2,609 | $3,240-19.5% | $2,498+4.4% | $4,761-45.2% |
| Participant deferral / active EE | $8,227 | $4,648+77.0% | $3,722+121.0% | $5,982+37.5% |
| Admin fee / account holder | $0 | $8,235-100.0% | $5,664-100.0% | $11,246-100.0% |