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 | $354,747 | $165,335+114.6% | $149,696+137.0% | $158,922+123.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.20% | 348.15%-336.9pp | 276.60%-265.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,118 | $5,103-58.5% | $4,644-54.4% | $4,761-55.5% |
| Participant deferral / active EE | $3,541 | $7,181-50.7% | $6,842-48.2% | $5,982-40.8% |
| Admin fee / account holder | -$456 | $10,807-104.2% | $9,309-104.9% | $11,246-104.1% |