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 | $253,307 | $149,333+69.6% | $106,387+138.1% | $135,375+87.1% |
| Participation rate | 100.0% | 81.5%+18.5pp | 77.5%+22.5pp | 82.6%+17.4pp |
| Annual return | -5.96% | 0.52%-6.5pp | 0.25%-6.2pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,644 | $4,984-67.0% | $3,520-53.3% | $4,779-65.6% |
| Participant deferral / active EE | $6,016 | $7,230-16.8% | $5,421+11.0% | $5,609+7.3% |
| Admin fee / account holder | $10 | $15,952-99.9% | $7,510-99.9% | $10,827-99.9% |