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 | $2,000,941 | $217,402+820.4% | $185,823+976.8% | $167,490+1094.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.09% | 148.36%-130.3pp | 122.05%-104.0pp | 478.56%-460.5pp |
| Employer contribution / active EE | $16,314 | $5,873+177.8% | $5,167+215.7% | $4,837+237.2% |
| Participant deferral / active EE | $8,667 | $6,356+36.3% | $5,568+55.7% | $6,341+36.7% |
| Admin fee / account holder | $50 | $19,811-99.7% | $16,237-99.7% | $12,309-99.6% |