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 | $417,411 | $138,065+202.3% | $123,544+237.9% | $135,375+208.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.27% | 153.68%-162.0pp | 119.20%-127.5pp | 519.73%-528.0pp |
| Employer contribution / active EE | $12,480 | $5,151+142.3% | $4,628+169.7% | $4,779+161.2% |
| Participant deferral / active EE | $12,567 | $6,799+84.8% | $6,426+95.6% | $5,609+124.1% |
| Admin fee / account holder | $73 | $10,916-99.3% | $9,284-99.2% | $10,827-99.3% |