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 | $499,368 | $181,894+174.5% | $156,549+219.0% | $273,961+82.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.11% | 30.74%-24.6pp | 32.23%-26.1pp | 41.45%-35.3pp |
| Employer contribution / active EE | $10,255 | $6,248+64.1% | $5,501+86.4% | $4,869+110.6% |
| Participant deferral / active EE | $10,461 | $5,550+88.5% | $4,871+114.7% | $5,287+97.8% |
| Admin fee / account holder | $0 | $15,559-100.0% | $13,027-100.0% | $10,132-100.0% |