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 | $687,116 | $176,056+290.3% | $159,436+331.0% | $167,490+310.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.91% | 331.75%-310.8pp | 263.57%-242.7pp | 478.56%-457.7pp |
| Employer contribution / active EE | $4,500 | $5,297-15.0% | $4,829-6.8% | $4,837-7.0% |
| Participant deferral / active EE | $12,500 | $7,750+61.3% | $7,352+70.0% | $6,341+97.1% |
| Admin fee / account holder | $60 | $12,554-99.5% | $10,799-99.4% | $12,309-99.5% |