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 | $972,229 | $108,642+794.9% | $74,701+1201.5% | $152,861+536.0% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.4%+17.6pp |
| Annual return | 32.90% | 114.06%-81.2pp | 752.92%-720.0pp | 345.32%-312.4pp |
| Employer contribution / active EE | $3,740 | $1,503+148.9% | $1,084+245.1% | $4,762-21.5% |
| Participant deferral / active EE | $3,740 | $2,712+37.9% | $1,964+90.5% | $5,850-36.1% |
| Admin fee / account holder | $0 | $4,902-100.0% | $3,333-100.0% | $11,596-100.0% |