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 | $534,887 | $144,119+271.1% | $117,854+353.9% | $147,584+262.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.01% | 531.15%-519.1pp | 335.08%-323.1pp | 578.55%-566.5pp |
| Employer contribution / active EE | $18,262 | $4,896+273.0% | $3,786+382.3% | $4,876+274.5% |
| Participant deferral / active EE | $15,180 | $5,316+185.6% | $4,482+238.7% | $5,439+179.1% |
| Admin fee / account holder | $9 | $10,886-99.9% | $8,020-99.9% | $10,885-99.9% |