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 | $408,836 | $76,738+432.8% | $56,411+624.7% | $145,922+180.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 33.96% | 2994.23%-2960.3pp | 1701.33%-1667.4pp | 561.29%-527.3pp |
| Employer contribution / active EE | $1,631 | $1,380+18.2% | $1,039+57.0% | $4,660-65.0% |
| Participant deferral / active EE | $1,836 | $2,623-30.0% | $1,952-5.9% | $6,688-72.5% |
| Admin fee / account holder | $20 | $3,334-99.4% | $2,829-99.3% | $13,397-99.9% |