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 | $411,505 | $100,773+308.3% | $88,946+362.6% | $142,382+189.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 20.02% | 70.18%-50.2pp | 57.82%-37.8pp | 217.08%-197.1pp |
| Employer contribution / active EE | $7,041 | $2,918+141.3% | $2,555+175.6% | $4,299+63.8% |
| Participant deferral / active EE | $17,891 | $5,230+242.1% | $4,581+290.5% | $6,507+174.9% |
| Admin fee / account holder | $177 | $9,693-98.2% | $8,261-97.9% | $12,624-98.6% |