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 9-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 | $378,234 | $159,602+137.0% | $150,045+152.1% | $142,382+165.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.09% | 70.24%-49.1pp | 62.55%-41.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $2,704 | $4,961-45.5% | $4,693-42.4% | $4,299-37.1% |
| Participant deferral / active EE | $10,790 | $8,310+29.8% | $7,997+34.9% | $6,507+65.8% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |