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 | $257,372 | $201,272+27.9% | $184,203+39.7% | $145,922+76.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.60% | 29.00%-17.4pp | 28.81%-17.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $6,253 | $7,022-10.9% | $6,427-2.7% | $4,660+34.2% |
| Participant deferral / active EE | $16,579 | $9,806+69.1% | $9,131+81.6% | $6,688+147.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |