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 | $304,075 | $171,865+76.9% | $149,718+103.1% | $147,584+106.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.90% | 2113.22%-2092.3pp | 1501.63%-1480.7pp | 578.55%-557.6pp |
| Employer contribution / active EE | $11,964 | $6,275+90.7% | $5,445+119.7% | $4,876+145.3% |
| Participant deferral / active EE | $9,650 | $7,271+32.7% | $6,569+46.9% | $5,439+77.4% |
| Admin fee / account holder | $13 | $13,799-99.9% | $11,283-99.9% | $10,885-99.9% |