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 | $352,904 | $112,729+213.1% | $98,716+257.5% | $137,256+157.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.70% | 38.48%-23.8pp | 31.81%-17.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $8,812 | $2,725+223.3% | $2,279+286.7% | $4,156+112.0% |
| Participant deferral / active EE | $18,000 | $4,640+287.9% | $4,048+344.7% | $6,407+181.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |