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 | $286,340 | $105,998+170.1% | $92,233+210.5% | $147,584+94.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 18.14% | 50.05%-31.9pp | 176.28%-158.1pp | 578.55%-560.4pp |
| Employer contribution / active EE | $14,746 | $4,333+240.3% | $3,679+300.8% | $4,876+202.4% |
| Participant deferral / active EE | $12,435 | $4,478+177.7% | $3,897+219.1% | $5,439+128.6% |
| Admin fee / account holder | $13 | $6,332-99.8% | $5,194-99.8% | $10,885-99.9% |