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 | $588,998 | $106,543+452.8% | $91,220+545.7% | $134,475+338.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | 4.87% | 160.60%-155.7pp | 114.01%-109.1pp | 417.96%-413.1pp |
| Employer contribution / active EE | $7,200 | $3,331+116.2% | $2,850+152.6% | $4,740+51.9% |
| Participant deferral / active EE | $27,000 | $4,719+472.2% | $4,234+537.8% | $6,400+321.9% |
| Admin fee / account holder | $0 | $6,231-100.0% | $5,420-100.0% | $11,426-100.0% |