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 | $264,602 | $104,251+153.8% | $91,001+190.8% | $147,584+79.3% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 24.48% | 27.06%-2.6pp | 4.60%+19.9pp | 578.55%-554.1pp |
| Employer contribution / active EE | $6,180 | $3,116+98.3% | $2,456+151.7% | $4,876+26.7% |
| Participant deferral / active EE | $4,162 | $4,195-0.8% | $3,547+17.3% | $5,439-23.5% |
| Admin fee / account holder | $150 | $8,948-98.3% | $5,417-97.2% | $10,885-98.6% |