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 | $428,759 | $138,044+210.6% | $125,339+242.1% | $134,475+218.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.42% | 750.33%-759.7pp | 572.05%-581.5pp | 417.96%-427.4pp |
| Employer contribution / active EE | $13,912 | $5,243+165.3% | $4,814+189.0% | $4,740+193.5% |
| Participant deferral / active EE | $5,750 | $7,799-26.3% | $7,446-22.8% | $6,400-10.2% |
| Admin fee / account holder | $31 | $11,571-99.7% | $10,010-99.7% | $11,426-99.7% |