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 8-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 | $2,258,092 | $183,519+1130.4% | $155,509+1352.1% | $145,922+1447.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.89% | 61.17%-46.3pp | 64.67%-49.8pp | 561.29%-546.4pp |
| Employer contribution / active EE | $43,500 | $5,313+718.8% | $4,672+831.0% | $4,660+833.6% |
| Participant deferral / active EE | $30,000 | $6,462+364.2% | $5,626+433.2% | $6,688+348.6% |
| Admin fee / account holder | $200 | $19,313-99.0% | $15,912-98.7% | $13,397-98.5% |