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 | $297,797 | $180,749+64.8% | $160,784+85.2% | $137,256+117.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.64% | 2234.46%-2219.8pp | 1803.92%-1789.3pp | 220.34%-205.7pp |
| Employer contribution / active EE | $12,817 | $4,155+208.5% | $3,733+243.4% | $4,156+208.4% |
| Participant deferral / active EE | $14,406 | $6,844+110.5% | $6,293+128.9% | $6,407+124.9% |
| Admin fee / account holder | $239 | $10,397-97.7% | $9,717-97.5% | $12,270-98.1% |