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 | $934,347 | $156,846+495.7% | $121,098+671.6% | $139,434+570.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 11.85% | 1474.56%-1462.7pp | 985.75%-973.9pp | 372.94%-361.1pp |
| Employer contribution / active EE | $29,203 | $5,536+427.5% | $4,164+601.4% | $4,751+514.7% |
| Participant deferral / active EE | $16,308 | $4,844+236.6% | $4,080+299.7% | $6,710+143.0% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |