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 | $631,523 | $160,055+294.6% | $140,016+351.0% | $135,375+366.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | 18.71% | 911.38%-892.7pp | 651.12%-632.4pp | 519.73%-501.0pp |
| Employer contribution / active EE | $13,108 | $6,420+104.2% | $5,606+133.8% | $4,779+174.3% |
| Participant deferral / active EE | $14,953 | $7,642+95.7% | $6,927+115.9% | $5,609+166.6% |
| Admin fee / account holder | $122 | $13,328-99.1% | $10,705-98.9% | $10,827-98.9% |