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 | $356,270 | $177,572+100.6% | $154,803+130.1% | $142,382+150.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 21.33% | 65.07%-43.7pp | 58.88%-37.6pp | 217.08%-195.7pp |
| Employer contribution / active EE | $17,576 | $4,810+265.4% | $4,305+308.2% | $4,299+308.8% |
| Participant deferral / active EE | $12,265 | $6,272+95.6% | $5,540+121.4% | $6,507+88.5% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |