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 | $389,554 | $198,466+96.3% | $170,442+128.6% | $147,584+164.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.62% | 257.29%-234.7pp | 205.93%-183.3pp | 578.55%-555.9pp |
| Employer contribution / active EE | $12,633 | $6,184+104.3% | $5,433+132.5% | $4,876+159.1% |
| Participant deferral / active EE | $15,163 | $5,629+169.3% | $4,939+207.0% | $5,439+178.8% |
| Admin fee / account holder | $12 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |