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 9-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 | $427,468 | $132,634+222.3% | $115,768+269.2% | $137,256+211.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 33.14% | 160.70%-127.6pp | 100.46%-67.3pp | 220.34%-187.2pp |
| Employer contribution / active EE | $1,881 | $3,360-44.0% | $2,940-36.0% | $4,156-54.7% |
| Participant deferral / active EE | $8,849 | $5,619+57.5% | $4,917+80.0% | $6,407+38.1% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |