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 | $382,736 | $172,478+121.9% | $145,661+162.8% | $142,382+168.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 13.32% | 151.09%-137.8pp | 101.46%-88.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $17,855 | $4,899+264.4% | $4,238+321.3% | $4,299+315.3% |
| Participant deferral / active EE | $19,057 | $8,348+128.3% | $7,198+164.7% | $6,507+192.9% |
| Admin fee / account holder | $0 | $16,864-100.0% | $12,466-100.0% | $12,624-100.0% |