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 | $493,497 | $209,832+135.2% | $189,513+160.4% | $167,490+194.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.53% | 748.27%-730.7pp | 555.15%-537.6pp | 478.56%-461.0pp |
| Employer contribution / active EE | $6,482 | $6,914-6.2% | $6,162+5.2% | $4,837+34.0% |
| Participant deferral / active EE | $15,294 | $8,935+71.2% | $8,221+86.0% | $6,341+141.2% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |