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 | $452,201 | $177,572+154.7% | $154,803+192.1% | $142,382+217.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.98% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,606 | $4,810-45.8% | $4,305-39.5% | $4,299-39.4% |
| Participant deferral / active EE | $6,949 | $6,272+10.8% | $5,540+25.4% | $6,507+6.8% |
| Admin fee / account holder | $8 | $16,786-100.0% | $14,329-99.9% | $12,624-99.9% |