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 | $350,505 | $92,222+280.1% | $76,768+356.6% | $135,375+158.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 3.73% | 5.46%-1.7pp | 2.43%+1.3pp | 519.73%-516.0pp |
| Employer contribution / active EE | $4,428 | $3,216+37.7% | $2,485+78.2% | $4,779-7.3% |
| Participant deferral / active EE | $9,108 | $4,509+102.0% | $3,852+136.5% | $5,609+62.4% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |