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 | $452,196 | $91,037+396.7% | $71,671+530.9% | $147,584+206.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 14.63% | 20.48%-5.8pp | 20.65%-6.0pp | 578.55%-563.9pp |
| Employer contribution / active EE | $2,517 | $3,327-24.4% | $2,460+2.3% | $4,876-48.4% |
| Participant deferral / active EE | $8,430 | $4,498+87.4% | $3,438+145.2% | $5,439+55.0% |
| Admin fee / account holder | $113 | $8,613-98.7% | $5,558-98.0% | $10,885-99.0% |