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 | $491,524 | $228,332+115.3% | $185,823+164.5% | $158,922+209.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 12.52% | 40.80%-28.3pp | 35.95%-23.4pp | 302.83%-290.3pp |
| Employer contribution / active EE | $3,432 | $4,967-30.9% | $4,087-16.0% | $4,761-27.9% |
| Participant deferral / active EE | $24,375 | $6,415+280.0% | $5,632+332.8% | $5,982+307.5% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |