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 | $301,707 | $88,707+240.1% | $74,183+306.7% | $273,961+10.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 13.52% | 11.94%+1.6pp | 17.74%-4.2pp | 41.45%-27.9pp |
| Employer contribution / active EE | $10,000 | $3,159+216.5% | $2,370+321.9% | $4,869+105.4% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $11 | $8,717-99.9% | $5,586-99.8% | $10,132-99.9% |