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 | $644,178 | $81,248+692.9% | $155,509+314.2% | $80,856+696.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.40% | 33.31%-19.9pp | 64.67%-51.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $28,741 | $3,100+827.1% | $4,672+515.1% | $2,755+943.3% |
| Participant deferral / active EE | $19,083 | $3,452+452.9% | $5,626+239.2% | $4,296+344.2% |
| Admin fee / account holder | $58 | $7,997-99.3% | $15,912-99.6% | $6,918-99.2% |