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 | $789,812 | $160,055+393.5% | $140,016+464.1% | $135,375+483.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -1.56% | 911.38%-912.9pp | 651.12%-652.7pp | 519.73%-521.3pp |
| Employer contribution / active EE | $21,881 | $6,420+240.8% | $5,606+290.3% | $4,779+357.9% |
| Participant deferral / active EE | $8,822 | $7,642+15.5% | $6,927+27.4% | $5,609+57.3% |
| Admin fee / account holder | $158 | $13,328-98.8% | $10,705-98.5% | $10,827-98.5% |