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 | $567,389 | $168,632+236.5% | $147,614+284.4% | $125,391+352.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 3.38% | 77.65%-74.3pp | 61.98%-58.6pp | 282.22%-278.8pp |
| Employer contribution / active EE | $10,516 | $6,252+68.2% | $5,564+89.0% | $4,866+116.1% |
| Participant deferral / active EE | $6,896 | $5,507+25.2% | $4,895+40.9% | $5,352+28.9% |
| Admin fee / account holder | $79 | $13,580-99.4% | $11,611-99.3% | $9,540-99.2% |