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 | $325,745 | $77,634+319.6% | $156,549+108.1% | $62,891+418.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.45% | 50.32%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $17,555 | $3,444+409.8% | $5,501+219.1% | $2,281+669.7% |
| Participant deferral / active EE | $7,399 | $3,045+143.0% | $4,871+51.9% | $3,203+131.0% |
| Admin fee / account holder | $234 | $5,561-95.8% | $13,027-98.2% | $4,296-94.6% |