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 | $336,489 | $131,829+155.2% | $108,579+209.9% | $273,961+22.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.90% | -91.57%+95.5pp | -51.70%+55.6pp | 41.45%-37.6pp |
| Employer contribution / active EE | $13,959 | $4,912+184.1% | $3,758+271.4% | $4,869+186.7% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $14 | $10,252-99.9% | $7,645-99.8% | $10,132-99.9% |