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 | $395,180 | $201,272+96.3% | $184,203+114.5% | $145,922+170.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 38.52% | 29.00%+9.5pp | 28.81%+9.7pp | 561.29%-522.8pp |
| Employer contribution / active EE | $5,270 | $7,022-24.9% | $6,427-18.0% | $4,660+13.1% |
| Participant deferral / active EE | $16,762 | $9,806+70.9% | $9,131+83.6% | $6,688+150.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |