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 5-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 | $251,934 | $201,272+25.2% | $184,203+36.8% | $145,922+72.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.53% | 29.00%-15.5pp | 28.81%-15.3pp | 561.29%-547.8pp |
| Employer contribution / active EE | $14,746 | $7,022+110.0% | $6,427+129.4% | $4,660+216.5% |
| Participant deferral / active EE | $16,487 | $9,806+68.1% | $9,131+80.6% | $6,688+146.5% |
| Admin fee / account holder | $179 | $16,364-98.9% | $13,901-98.7% | $13,397-98.7% |