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 7-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 | $298,838 | $152,587+95.8% | $125,175+138.7% | $152,861+95.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 19.55% | 54.84%-35.3pp | 43.79%-24.2pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,000 | $4,946-59.6% | $3,865-48.3% | $4,762-58.0% |
| Participant deferral / active EE | $10,487 | $5,868+78.7% | $4,937+112.4% | $5,850+79.3% |
| Admin fee / account holder | $13 | $13,434-99.9% | $9,702-99.9% | $11,596-99.9% |