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 | $628,554 | $176,056+257.0% | $159,436+294.2% | $167,490+275.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 48.30% | 331.75%-283.5pp | 263.57%-215.3pp | 478.56%-430.3pp |
| Employer contribution / active EE | $26,563 | $5,297+401.5% | $4,829+450.0% | $4,837+449.1% |
| Participant deferral / active EE | $21,125 | $7,750+172.6% | $7,352+187.3% | $6,341+233.1% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |