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 | $497,469 | $165,984+199.7% | $164,813+201.8% | $145,922+240.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 24.11% | 100.03%-75.9pp | 69.93%-45.8pp | 561.29%-537.2pp |
| Employer contribution / active EE | $4,526 | $5,273-14.2% | $4,341+4.3% | $4,660-2.9% |
| Participant deferral / active EE | $9,179 | $6,959+31.9% | $6,031+52.2% | $6,688+37.2% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |