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 | $1,091,351 | $105,126+938.1% | $94,646+1053.1% | $139,434+682.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 46.57% | 38.03%+8.5pp | 156.71%-110.1pp | 372.94%-326.4pp |
| Employer contribution / active EE | $20,006 | $4,106+387.3% | $3,672+444.8% | $4,751+321.1% |
| Participant deferral / active EE | $17,591 | $7,599+131.5% | $7,418+137.1% | $6,710+162.2% |
| Admin fee / account holder | $37 | $8,984-99.6% | $7,231-99.5% | $11,403-99.7% |