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 8-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 | $309,578 | $152,587+102.9% | $125,175+147.3% | $152,861+102.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.92% | 54.84%-30.9pp | 43.79%-19.9pp | 345.32%-321.4pp |
| Employer contribution / active EE | $5,590 | $4,946+13.0% | $3,865+44.6% | $4,762+17.4% |
| Participant deferral / active EE | $12,793 | $5,868+118.0% | $4,937+159.1% | $5,850+118.7% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |