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 | $301,533 | $142,344+111.8% | $119,609+152.1% | $134,475+124.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.95% | -12.44%-5.5pp | -14.97%-3.0pp | 417.96%-435.9pp |
| Employer contribution / active EE | $5,143 | $5,222-1.5% | $4,232+21.5% | $4,740+8.5% |
| Participant deferral / active EE | $13,497 | $6,469+108.6% | $5,602+140.9% | $6,400+110.9% |
| Admin fee / account holder | $24 | $13,584-99.8% | $10,323-99.8% | $11,426-99.8% |