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 | $274,094 | $140,588+95.0% | $123,104+122.7% | $125,391+118.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -0.68% | 16.80%-17.5pp | 13.22%-13.9pp | 282.22%-282.9pp |
| Employer contribution / active EE | $5,001 | $6,041-17.2% | $5,151-2.9% | $4,866+2.8% |
| Participant deferral / active EE | $10,063 | $6,980+44.2% | $6,230+61.5% | $5,352+88.0% |
| Admin fee / account holder | $50 | $11,198-99.6% | $9,015-99.4% | $9,540-99.5% |