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 | $321,499 | $95,416+236.9% | $185,823+73.0% | $85,850+274.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 12.38% | 23.59%-11.2pp | 122.05%-109.7pp | 318.53%-306.2pp |
| Employer contribution / active EE | $8,744 | $3,314+163.9% | $5,167+69.2% | $2,565+240.9% |
| Participant deferral / active EE | $6,841 | $3,423+99.8% | $5,568+22.9% | $3,952+73.1% |
| Admin fee / account holder | -$413 | $7,213-105.7% | $16,237-102.5% | $6,260-106.6% |