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 | $320,783 | $96,557+232.2% | $80,975+296.2% | $273,961+17.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.45% | 15.14%-8.7pp | 17.10%-10.6pp | 41.45%-35.0pp |
| Employer contribution / active EE | $19,746 | $4,868+305.6% | $3,714+431.6% | $4,869+305.6% |
| Participant deferral / active EE | $9,800 | $6,598+48.5% | $5,696+72.0% | $5,287+85.4% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |