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 | $355,628 | $101,618+250.0% | $93,063+282.1% | $137,256+159.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 16.87% | 223.95%-207.1pp | 34.15%-17.3pp | 220.34%-203.5pp |
| Employer contribution / active EE | $4,091 | $2,707+51.1% | $2,476+65.2% | $4,156-1.6% |
| Participant deferral / active EE | $12,086 | $4,279+182.4% | $3,958+205.3% | $6,407+88.6% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |