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 7-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 | $294,895 | $138,044+113.6% | $125,339+135.3% | $134,475+119.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.52% | 750.33%-766.8pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $5,117 | $5,243-2.4% | $4,814+6.3% | $4,740+8.0% |
| Participant deferral / active EE | $13,075 | $7,799+67.7% | $7,446+75.6% | $6,400+104.3% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |