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 | $261,179 | $163,101+60.1% | $136,749+91.0% | $142,382+83.4% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 19.71% | 27.54%-7.8pp | 24.33%-4.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $9,368 | $4,117+127.6% | $3,400+175.6% | $4,299+117.9% |
| Participant deferral / active EE | $7,927 | $5,585+41.9% | $4,692+69.0% | $6,507+21.8% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |