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 | $405,036 | $167,484+141.8% | $151,611+167.2% | $134,475+201.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.04% | 7.80%-21.8pp | 3.33%-17.4pp | 417.96%-432.0pp |
| Employer contribution / active EE | $20,548 | $6,829+200.9% | $6,166+233.2% | $4,740+333.5% |
| Participant deferral / active EE | $15,452 | $8,986+72.0% | $8,363+84.8% | $6,400+141.5% |
| Admin fee / account holder | $81 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |