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 8-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 | $750,355 | $183,963+307.9% | $162,163+362.7% | $152,861+390.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 26.44% | 150.76%-124.3pp | 115.59%-89.2pp | 345.32%-318.9pp |
| Employer contribution / active EE | $15,259 | $6,371+139.5% | $5,614+171.8% | $4,762+220.4% |
| Participant deferral / active EE | $13,100 | $8,034+63.1% | $7,298+79.5% | $5,850+123.9% |
| Admin fee / account holder | $7 | $13,121-100.0% | $10,843-99.9% | $11,596-99.9% |