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 | $749,554 | $210,408+256.2% | $153,485+388.4% | $145,922+413.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.65% | 13.37%+10.3pp | 15.65%+8.0pp | 561.29%-537.6pp |
| Employer contribution / active EE | $29,447 | $6,048+386.9% | $5,039+484.4% | $4,660+532.0% |
| Participant deferral / active EE | $0 | $7,975-100.0% | $6,757-100.0% | $6,688-100.0% |
| Admin fee / account holder | $3 | $19,419-100.0% | $12,724-100.0% | $13,397-100.0% |