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 | $570,699 | $209,336+172.6% | $197,124+189.5% | $137,256+315.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.13% | 48.09%-30.0pp | 44.34%-26.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $11,040 | $6,591+67.5% | $6,227+77.3% | $4,156+165.6% |
| Participant deferral / active EE | $14,354 | $9,614+49.3% | $9,135+57.1% | $6,407+124.0% |
| Admin fee / account holder | $14 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |