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 8-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 | $1,971,983 | $177,572+1010.5% | $154,803+1173.9% | $142,382+1285.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 313.78% | 65.07%+248.7pp | 58.88%+254.9pp | 217.08%+96.7pp |
| Employer contribution / active EE | $14,213 | $4,810+195.5% | $4,305+230.1% | $4,299+230.6% |
| Participant deferral / active EE | $61,562 | $6,272+881.6% | $5,540+1011.1% | $6,507+846.1% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |