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 | $360,671 | $162,781+121.6% | $133,956+169.2% | $158,922+126.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 21.92% | 41.94%-20.0pp | 45.09%-23.2pp | 302.83%-280.9pp |
| Employer contribution / active EE | $2,621 | $4,975-47.3% | $3,919-33.1% | $4,761-45.0% |
| Participant deferral / active EE | $10,354 | $5,911+75.2% | $5,048+105.1% | $5,982+73.1% |
| Admin fee / account holder | $20 | $11,736-99.8% | $8,927-99.8% | $11,246-99.8% |