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 | $280,988 | $105,998+165.1% | $92,233+204.6% | $147,584+90.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.04% | 50.05%-28.0pp | 176.28%-154.2pp | 578.55%-556.5pp |
| Employer contribution / active EE | $15,639 | $4,333+260.9% | $3,679+325.0% | $4,876+220.7% |
| Participant deferral / active EE | $8,401 | $4,478+87.6% | $3,897+115.6% | $5,439+54.5% |
| Admin fee / account holder | $80 | $6,332-98.7% | $5,194-98.5% | $10,885-99.3% |