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 5-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 | $583,904 | $106,584+447.8% | $101,326+476.3% | $142,382+310.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 24.97% | 36.93%-12.0pp | 36.82%-11.9pp | 217.08%-192.1pp |
| Employer contribution / active EE | $3,000 | $3,956-24.2% | $3,665-18.2% | $4,299-30.2% |
| Participant deferral / active EE | $3,000 | $8,297-63.8% | $7,994-62.5% | $6,507-53.9% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |