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 | $293,253 | $228,332+28.4% | $185,823+57.8% | $158,922+84.5% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 18.19% | 40.80%-22.6pp | 35.95%-17.8pp | 302.83%-284.6pp |
| Employer contribution / active EE | $6,417 | $4,967+29.2% | $4,087+57.0% | $4,761+34.8% |
| Participant deferral / active EE | $18,430 | $6,415+187.3% | $5,632+227.2% | $5,982+208.1% |
| Admin fee / account holder | $14 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |