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 | $259,637 | $148,534+74.8% | $135,903+91.0% | $139,434+86.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.59% | 79.19%-60.6pp | 68.23%-49.6pp | 372.94%-354.3pp |
| Employer contribution / active EE | $2,663 | $5,243-49.2% | $4,856-45.2% | $4,751-43.9% |
| Participant deferral / active EE | $5,458 | $8,100-32.6% | $7,758-29.6% | $6,710-18.7% |
| Admin fee / account holder | $79 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |