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 | $535,269 | $140,940+279.8% | $112,229+376.9% | $139,434+283.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.25% | 32.71%-14.5pp | 30.20%-12.0pp | 372.94%-354.7pp |
| Employer contribution / active EE | $8,257 | $4,283+92.8% | $3,430+140.7% | $4,751+73.8% |
| Participant deferral / active EE | $24,581 | $5,874+318.5% | $4,798+412.3% | $6,710+266.3% |
| Admin fee / account holder | $121 | $9,954-98.8% | $7,748-98.4% | $11,403-98.9% |