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 3-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 | $401,244 | $105,126+281.7% | $94,646+323.9% | $139,434+187.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.02% | 38.03%-22.0pp | 156.71%-140.7pp | 372.94%-356.9pp |
| Employer contribution / active EE | $3,185 | $4,106-22.4% | $3,672-13.3% | $4,751-33.0% |
| Participant deferral / active EE | $26,250 | $7,599+245.4% | $7,418+253.9% | $6,710+291.2% |
| Admin fee / account holder | $0 | $8,984-100.0% | $7,231-100.0% | $11,403-100.0% |