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 | $308,905 | $228,332+35.3% | $185,823+66.2% | $158,922+94.4% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 25.42% | 40.80%-15.4pp | 35.95%-10.5pp | 302.83%-277.4pp |
| Employer contribution / active EE | $3,494 | $4,967-29.7% | $4,087-14.5% | $4,761-26.6% |
| Participant deferral / active EE | $2,841 | $6,415-55.7% | $5,632-49.6% | $5,982-52.5% |
| Admin fee / account holder | $20 | $11,864-99.8% | $9,500-99.8% | $11,246-99.8% |