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 | $915,774 | $167,307+447.4% | $143,757+537.0% | $134,475+581.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 4.44% | 0.46%+4.0pp | -0.04%+4.5pp | 417.96%-413.5pp |
| Employer contribution / active EE | $3,112 | $5,619-44.6% | $4,951-37.1% | $4,740-34.3% |
| Participant deferral / active EE | $5,368 | $6,446-16.7% | $5,637-4.8% | $6,400-16.1% |
| Admin fee / account holder | $12 | $18,088-99.9% | $14,673-99.9% | $11,426-99.9% |