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 | $345,894 | $106,515+224.7% | $96,683+257.8% | $139,434+148.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 28.14% | 38.43%-10.3pp | 35.69%-7.6pp | 372.94%-344.8pp |
| Employer contribution / active EE | $2,663 | $4,103-35.1% | $3,737-28.7% | $4,751-43.9% |
| Participant deferral / active EE | $17,940 | $5,454+228.9% | $4,878+267.8% | $6,710+167.4% |
| Admin fee / account holder | $13 | $7,877-99.8% | $6,730-99.8% | $11,403-99.9% |