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 | $951,476 | $99,341+857.8% | $84,750+1022.7% | $273,961+247.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.75% | 22.93%-19.2pp | 22.78%-19.0pp | 41.45%-37.7pp |
| Employer contribution / active EE | $20,326 | $4,214+382.4% | $3,574+468.7% | $4,869+317.5% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $241 | $6,644-96.4% | $5,332-95.5% | $10,132-97.6% |