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 | $298,173 | $148,534+100.7% | $135,903+119.4% | $139,434+113.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.07% | 79.19%-58.1pp | 68.23%-47.2pp | 372.94%-351.9pp |
| Employer contribution / active EE | $16,500 | $5,243+214.7% | $4,856+239.8% | $4,751+247.3% |
| Participant deferral / active EE | $18,302 | $8,100+125.9% | $7,758+135.9% | $6,710+172.7% |
| Admin fee / account holder | $236 | $12,400-98.1% | $10,762-97.8% | $11,403-97.9% |