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 | $346,269 | $101,724+240.4% | $164,813+110.1% | $80,856+328.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 17.68% | 16.72%+1.0pp | 69.93%-52.2pp | 35.59%-17.9pp |
| Employer contribution / active EE | $15,931 | $2,953+439.4% | $4,341+267.0% | $2,755+478.3% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $1 | $8,227-100.0% | $12,690-100.0% | $6,918-100.0% |