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 | $2,197,960 | $142,344+1444.1% | $119,609+1737.6% | $134,475+1534.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.41% | -12.44%-3.0pp | -14.97%-0.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $22,533 | $5,222+331.5% | $4,232+432.5% | $4,740+375.4% |
| Participant deferral / active EE | $18,000 | $6,469+178.2% | $5,602+221.3% | $6,400+181.3% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |