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 | $298,408 | $106,515+180.2% | $96,683+208.6% | $139,434+114.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.33% | 38.43%-23.1pp | 35.69%-20.4pp | 372.94%-357.6pp |
| Employer contribution / active EE | $21,981 | $4,103+435.8% | $3,737+488.2% | $4,751+362.7% |
| Participant deferral / active EE | $1,558 | $5,454-71.4% | $4,878-68.1% | $6,710-76.8% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |