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 7-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 | $656,542 | $156,846+318.6% | $121,098+442.2% | $139,434+370.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 735.02% | 1474.56%-739.5pp | 985.75%-250.7pp | 372.94%+362.1pp |
| Employer contribution / active EE | $12,868 | $5,536+132.4% | $4,164+209.1% | $4,751+170.9% |
| Participant deferral / active EE | $22,500 | $4,844+364.5% | $4,080+451.5% | $6,710+235.3% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |