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 | $262,526 | $147,727+77.7% | $115,756+126.8% | $134,475+95.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -13.31% | 73.96%-87.3pp | 143.14%-156.5pp | 417.96%-431.3pp |
| Employer contribution / active EE | $10,960 | $4,713+132.6% | $3,793+189.0% | $4,740+131.2% |
| Participant deferral / active EE | $8,249 | $7,563+9.1% | $6,254+31.9% | $6,400+28.9% |
| Admin fee / account holder | $10 | $14,571-99.9% | $8,124-99.9% | $11,426-99.9% |