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 | $353,834 | $172,111+105.6% | $150,298+135.4% | $137,256+157.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.38% | 69.37%-53.0pp | 62.79%-46.4pp | 220.34%-204.0pp |
| Employer contribution / active EE | $11,614 | $4,636+150.5% | $4,154+179.6% | $4,156+179.4% |
| Participant deferral / active EE | $7,006 | $6,166+13.6% | $5,453+28.5% | $6,407+9.4% |
| Admin fee / account holder | $30 | $16,471-99.8% | $14,116-99.8% | $12,270-99.8% |