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 | $354,883 | $106,515+233.2% | $96,683+267.1% | $139,434+154.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.26% | 38.43%-21.2pp | 35.69%-18.4pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,909 | $4,103-29.1% | $3,737-22.2% | $4,751-38.8% |
| Participant deferral / active EE | $15,960 | $5,454+192.6% | $4,878+227.2% | $6,710+137.9% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |