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 | $307,827 | $181,894+69.2% | $156,549+96.6% | $273,961+12.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.19% | 30.74%-26.5pp | 32.23%-28.0pp | 41.45%-37.3pp |
| Employer contribution / active EE | $6,462 | $6,248+3.4% | $5,501+17.5% | $4,869+32.7% |
| Participant deferral / active EE | $13,239 | $5,550+138.5% | $4,871+171.8% | $5,287+150.4% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |