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 10-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 | $884,614 | $74,888+1081.2% | $71,209+1142.3% | $142,382+521.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 14.85% | 345.14%-330.3pp | 282.51%-267.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $31,442 | $2,854+1001.5% | $2,721+1055.5% | $4,299+631.4% |
| Participant deferral / active EE | $17,485 | $4,454+292.5% | $4,175+318.8% | $6,507+168.7% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |