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 | $337,932 | $140,588+140.4% | $123,104+174.5% | $125,391+169.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 5.00% | 16.80%-11.8pp | 13.22%-8.2pp | 282.22%-277.2pp |
| Employer contribution / active EE | $16,162 | $6,041+167.5% | $5,151+213.7% | $4,866+232.1% |
| Participant deferral / active EE | $11,143 | $6,980+59.6% | $6,230+78.9% | $5,352+108.2% |
| Admin fee / account holder | $103 | $11,198-99.1% | $9,015-98.9% | $9,540-98.9% |