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 | $893,697 | $181,894+391.3% | $156,549+470.9% | $273,961+226.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.95% | 30.74%-25.8pp | 32.23%-27.3pp | 41.45%-36.5pp |
| Employer contribution / active EE | $22,788 | $6,248+264.7% | $5,501+314.2% | $4,869+368.1% |
| Participant deferral / active EE | $20,133 | $5,550+262.8% | $4,871+313.3% | $5,287+280.8% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |