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 | $267,824 | $209,411+27.9% | $178,490+50.1% | $158,922+68.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.60% | 188.75%-177.1pp | 151.07%-139.5pp | 302.83%-291.2pp |
| Employer contribution / active EE | $4,444 | $5,706-22.1% | $5,011-11.3% | $4,761-6.7% |
| Participant deferral / active EE | $5,114 | $5,954-14.1% | $5,202-1.7% | $5,982-14.5% |
| Admin fee / account holder | $32 | $17,074-99.8% | $13,984-99.8% | $11,246-99.7% |