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 | $925,686 | $142,344+550.3% | $119,609+673.9% | $134,475+588.4% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -12.70% | -12.44%-0.3pp | -14.97%+2.3pp | 417.96%-430.7pp |
| Employer contribution / active EE | $23,438 | $5,222+348.8% | $4,232+453.8% | $4,740+394.5% |
| Participant deferral / active EE | $9,650 | $6,469+49.2% | $5,602+72.3% | $6,400+50.8% |
| Admin fee / account holder | $224 | $13,584-98.3% | $10,323-97.8% | $11,426-98.0% |