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 | $808,650 | $179,726+349.9% | $156,263+417.5% | $142,382+467.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 22.90% | 77.86%-55.0pp | 59.47%-36.6pp | 217.08%-194.2pp |
| Employer contribution / active EE | $26,050 | $5,069+413.9% | $4,333+501.2% | $4,299+505.9% |
| Participant deferral / active EE | $24,088 | $6,956+246.3% | $6,158+291.2% | $6,507+270.2% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |