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 8-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 | $363,700 | $167,484+117.2% | $151,611+139.9% | $134,475+170.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.19% | 7.80%-26.0pp | 3.33%-21.5pp | 417.96%-436.2pp |
| Employer contribution / active EE | $10,897 | $6,829+59.6% | $6,166+76.7% | $4,740+129.9% |
| Participant deferral / active EE | $17,253 | $8,986+92.0% | $8,363+106.3% | $6,400+169.6% |
| Admin fee / account holder | $168 | $13,783-98.8% | $11,616-98.6% | $11,426-98.5% |