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 | $575,671 | $163,101+253.0% | $136,749+321.0% | $142,382+304.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.23% | 27.54%-14.3pp | 24.33%-11.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,050 | $4,117-1.6% | $3,400+19.1% | $4,299-5.8% |
| Participant deferral / active EE | $18,250 | $5,585+226.8% | $4,692+289.0% | $6,507+180.5% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |