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 4-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 | $325,005 | $111,535+191.4% | $105,223+208.9% | $137,256+136.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.94% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $46,500 | $3,939+1080.4% | $3,689+1160.7% | $4,156+1018.9% |
| Participant deferral / active EE | $23,500 | $5,500+327.3% | $5,072+363.4% | $6,407+266.8% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |