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 | $324,584 | $99,640+225.8% | $86,436+275.5% | $134,475+141.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.76% | 6782.58%-6799.3pp | 4394.89%-4411.7pp | 417.96%-434.7pp |
| Employer contribution / active EE | $4,481 | $4,400+1.8% | $3,769+18.9% | $4,740-5.5% |
| Participant deferral / active EE | $22,516 | $7,246+210.7% | $6,952+223.9% | $6,400+251.8% |
| Admin fee / account holder | $266 | $8,371-96.8% | $6,731-96.0% | $11,426-97.7% |