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 9-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 | $388,879 | $106,515+265.1% | $96,683+302.2% | $139,434+178.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.47% | 38.43%-27.0pp | 35.69%-24.2pp | 372.94%-361.5pp |
| Employer contribution / active EE | $13,333 | $4,103+225.0% | $3,737+256.8% | $4,751+180.7% |
| Participant deferral / active EE | $20,000 | $5,454+266.7% | $4,878+310.0% | $6,710+198.1% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |