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 | $515,418 | $210,648+144.7% | $177,989+189.6% | $145,922+253.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.23% | 385.86%-369.6pp | 294.48%-278.3pp | 561.29%-545.1pp |
| Employer contribution / active EE | $48,475 | $4,565+962.0% | $3,949+1127.6% | $4,660+940.3% |
| Participant deferral / active EE | $38,250 | $6,958+449.7% | $6,276+509.5% | $6,688+471.9% |
| Admin fee / account holder | $19 | $12,013-99.8% | $10,363-99.8% | $13,397-99.9% |