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 | $281,019 | $100,041+180.9% | $149,718+87.7% | $70,131+300.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 21.54% | 27.43%-5.9pp | 1501.63%-1480.1pp | 73.14%-51.6pp |
| Employer contribution / active EE | $7,454 | $3,662+103.6% | $5,445+36.9% | $2,342+218.2% |
| Participant deferral / active EE | $18,095 | $4,983+263.2% | $6,569+175.5% | $3,332+443.1% |
| Admin fee / account holder | $28 | $8,286-99.7% | $11,283-99.8% | $4,645-99.4% |