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 | $280,679 | $167,484+67.6% | $151,611+85.1% | $134,475+108.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | 0.07% | 7.80%-7.7pp | 3.33%-3.3pp | 417.96%-417.9pp |
| Employer contribution / active EE | $2,159 | $6,829-68.4% | $6,166-65.0% | $4,740-54.5% |
| Participant deferral / active EE | $13,891 | $8,986+54.6% | $8,363+66.1% | $6,400+117.1% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |