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 | $252,979 | $181,894+39.1% | $156,549+61.6% | $273,961-7.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.25% | 30.74%-22.5pp | 32.23%-24.0pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,292 | $6,248-63.3% | $5,501-58.3% | $4,869-52.9% |
| Participant deferral / active EE | $11,600 | $5,550+109.0% | $4,871+138.1% | $5,287+119.4% |
| Admin fee / account holder | $257 | $15,559-98.4% | $13,027-98.0% | $10,132-97.5% |