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 | $1,184,484 | $209,411+465.6% | $178,490+563.6% | $158,922+645.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.47% | 188.75%-170.3pp | 151.07%-132.6pp | 302.83%-284.4pp |
| Employer contribution / active EE | $29,819 | $5,706+422.6% | $5,011+495.1% | $4,761+526.3% |
| Participant deferral / active EE | $18,000 | $5,954+202.3% | $5,202+246.0% | $5,982+200.9% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |