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 | $284,749 | $136,307+108.9% | $106,619+167.1% | $273,961+3.9% |
| Participation rate | 83.3% | 84.8%-1.4pp | 78.0%+5.3pp | 83.0%+0.3pp |
| Annual return | 7.18% | 11.05%-3.9pp | 9.42%-2.2pp | 41.45%-34.3pp |
| Employer contribution / active EE | $3,685 | $5,190-29.0% | $3,947-6.6% | $4,869-24.3% |
| Participant deferral / active EE | $9,119 | $4,969+83.5% | $3,930+132.0% | $5,287+72.5% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,132-100.0% |