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 | $1,053,376 | $159,602+560.0% | $150,045+602.0% | $142,382+639.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.59% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $5,950 | $4,961+19.9% | $4,693+26.8% | $4,299+38.4% |
| Participant deferral / active EE | $20,591 | $8,310+147.8% | $7,997+157.5% | $6,507+216.4% |
| Admin fee / account holder | $285 | $14,846-98.1% | $13,435-97.9% | $12,624-97.7% |