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 | $634,520 | $124,319+410.4% | $111,297+470.1% | $167,490+278.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.23% | 37.44%-24.2pp | 54.65%-41.4pp | 478.56%-465.3pp |
| Employer contribution / active EE | $16,456 | $3,435+379.0% | $2,731+502.6% | $4,837+240.2% |
| Participant deferral / active EE | $13,698 | $5,180+164.4% | $4,487+205.3% | $6,341+116.0% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |