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 | $519,333 | $127,065+308.7% | $113,168+358.9% | $142,382+264.7% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 18.86% | 24.03%-5.2pp | 24.27%-5.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,350 | $3,442-31.7% | $2,975-21.0% | $4,299-45.3% |
| Participant deferral / active EE | $10,399 | $5,716+81.9% | $5,107+103.6% | $6,507+59.8% |
| Admin fee / account holder | $236 | $15,736-98.5% | $12,068-98.0% | $12,624-98.1% |