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 6-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 | $295,513 | $201,259+46.8% | $184,200+60.4% | $145,959+102.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.34% | 28.98%-9.6pp | 28.80%-9.5pp | 561.95%-542.6pp |
| Employer contribution / active EE | $3,031 | $7,018-56.8% | $6,424-52.8% | $4,661-35.0% |
| Participant deferral / active EE | $10,932 | $9,806+11.5% | $9,132+19.7% | $6,689+63.4% |
| Admin fee / account holder | $19 | $16,372-99.9% | $13,907-99.9% | $13,398-99.9% |