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 | $1,463,113 | $214,378+582.5% | $200,582+629.4% | $142,382+927.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.27% | 46.41%-28.1pp | 42.33%-24.1pp | 217.08%-198.8pp |
| Employer contribution / active EE | $29,250 | $6,841+327.5% | $6,419+355.7% | $4,299+580.4% |
| Participant deferral / active EE | $25,000 | $9,865+153.4% | $9,331+167.9% | $6,507+284.2% |
| Admin fee / account holder | $31 | $17,692-99.8% | $16,305-99.8% | $12,624-99.8% |