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 | $305,071 | $165,335+84.5% | $149,696+103.8% | $158,922+92.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.47% | 348.15%-333.7pp | 276.60%-262.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $4,860 | $5,103-4.8% | $4,644+4.6% | $4,761+2.1% |
| Participant deferral / active EE | $19,500 | $7,181+171.5% | $6,842+185.0% | $5,982+226.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |