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 | $412,633 | $123,793+233.3% | $177,821+132.0% | $79,858+416.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 18.49% | 22.82%-4.3pp | 48.32%-29.8pp | 31.71%-13.2pp |
| Employer contribution / active EE | $17,528 | $4,095+328.0% | $5,918+196.2% | $2,471+609.4% |
| Participant deferral / active EE | $20,789 | $5,956+249.0% | $7,714+169.5% | $3,740+455.8% |
| Admin fee / account holder | $17 | $7,243-99.8% | $12,427-99.9% | $5,306-99.7% |