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 | $821,984 | $177,572+362.9% | $154,803+431.0% | $142,382+477.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.01% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $32,262 | $4,810+570.7% | $4,305+649.3% | $4,299+650.4% |
| Participant deferral / active EE | $12,608 | $6,272+101.0% | $5,540+127.6% | $6,507+93.8% |
| Admin fee / account holder | -$687 | $16,786-104.1% | $14,329-104.8% | $12,624-105.4% |