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 7-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 | $405,224 | $214,378+89.0% | $200,582+102.0% | $142,382+184.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.54% | 46.41%-23.9pp | 42.33%-19.8pp | 217.08%-194.5pp |
| Employer contribution / active EE | $27,125 | $6,841+296.5% | $6,419+322.6% | $4,299+530.9% |
| Participant deferral / active EE | $23,500 | $9,865+138.2% | $9,331+151.8% | $6,507+261.1% |
| Admin fee / account holder | $20 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |