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 | $280,368 | $183,519+52.8% | $155,509+80.3% | $145,922+92.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.23% | 61.17%-42.9pp | 64.67%-46.4pp | 561.29%-543.1pp |
| Employer contribution / active EE | $4,538 | $5,313-14.6% | $4,672-2.9% | $4,660-2.6% |
| Participant deferral / active EE | $4,993 | $6,462-22.7% | $5,626-11.2% | $6,688-25.3% |
| Admin fee / account holder | $9 | $19,313-100.0% | $15,912-99.9% | $13,397-99.9% |