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 3-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 | $420,308 | $159,602+163.3% | $150,045+180.1% | $142,382+195.2% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 18.82% | 70.24%-51.4pp | 62.55%-43.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $5,528 | $4,961+11.4% | $4,693+17.8% | $4,299+28.6% |
| Participant deferral / active EE | $12,536 | $8,310+50.8% | $7,997+56.8% | $6,507+92.6% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |