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 | $347,283 | $110,094+215.4% | $151,611+129.1% | $68,494+407.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.04% | -10.12%-7.9pp | 3.33%-21.4pp | -7.84%-10.2pp |
| Employer contribution / active EE | $12,329 | $4,471+175.8% | $6,166+99.9% | $2,596+374.9% |
| Participant deferral / active EE | $14,233 | $6,527+118.1% | $8,363+70.2% | $4,027+253.4% |
| Admin fee / account holder | $48 | $7,719-99.4% | $11,616-99.6% | $5,403-99.1% |