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 | $343,901 | $142,344+141.6% | $119,609+187.5% | $134,475+155.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -4.86% | -12.44%+7.6pp | -14.97%+10.1pp | 417.96%-422.8pp |
| Employer contribution / active EE | $4,327 | $5,222-17.1% | $4,232+2.3% | $4,740-8.7% |
| Participant deferral / active EE | $0 | $6,469-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $86 | $13,584-99.4% | $10,323-99.2% | $11,426-99.2% |