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 | $450,092 | $167,484+168.7% | $151,611+196.9% | $134,475+234.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -10.87% | 7.80%-18.7pp | 3.33%-14.2pp | 417.96%-428.8pp |
| Employer contribution / active EE | $2,578 | $6,829-62.3% | $6,166-58.2% | $4,740-45.6% |
| Participant deferral / active EE | $14,355 | $8,986+59.8% | $8,363+71.6% | $6,400+124.3% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |