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 | $1,763,776 | $147,727+1093.9% | $115,756+1423.7% | $134,475+1211.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | 273.43% | 73.96%+199.5pp | 143.14%+130.3pp | 417.96%-144.5pp |
| Employer contribution / active EE | $22,976 | $4,713+387.5% | $3,793+505.8% | $4,740+384.8% |
| Participant deferral / active EE | $16,226 | $7,563+114.5% | $6,254+159.5% | $6,400+153.5% |
| Admin fee / account holder | $8 | $14,571-99.9% | $8,124-99.9% | $11,426-99.9% |