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 | $488,843 | $127,777+282.6% | $106,548+358.8% | $167,490+191.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 20.16% | 33.87%-13.7pp | 26.80%-6.6pp | 478.56%-458.4pp |
| Employer contribution / active EE | $18,045 | $3,427+426.6% | $2,819+540.2% | $4,837+273.0% |
| Participant deferral / active EE | $0 | $5,087-100.0% | $4,398-100.0% | $6,341-100.0% |
| Admin fee / account holder | $213 | $11,228-98.1% | $7,407-97.1% | $12,309-98.3% |