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 | $263,740 | $99,032+166.3% | $80,019+229.6% | $135,375+94.8% |
| Participation rate | 81.8% | 78.4%+3.5pp | 75.8%+6.0pp | 82.6%-0.8pp |
| Annual return | -4.46% | 15.39%-19.8pp | 11.22%-15.7pp | 519.73%-524.2pp |
| Employer contribution / active EE | $5,636 | $3,043+85.2% | $2,468+128.4% | $4,779+17.9% |
| Participant deferral / active EE | $3,315 | $4,282-22.6% | $3,686-10.1% | $5,609-40.9% |
| Admin fee / account holder | $142 | $10,436-98.6% | $6,521-97.8% | $10,827-98.7% |