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 | $627,109 | $158,398+295.9% | $126,539+395.6% | $142,382+340.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 13.26% | 593.76%-580.5pp | 425.95%-412.7pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,490 | $4,650-68.0% | $3,674-59.4% | $4,299-65.3% |
| Participant deferral / active EE | $2,494 | $4,767-47.7% | $4,083-38.9% | $6,507-61.7% |
| Admin fee / account holder | $20 | $6,918-99.7% | $6,065-99.7% | $12,624-99.8% |