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 | $332,363 | $140,940+135.8% | $112,229+196.1% | $139,434+138.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.27% | 32.71%-20.4pp | 30.20%-17.9pp | 372.94%-360.7pp |
| Employer contribution / active EE | $1,193 | $4,283-72.1% | $3,430-65.2% | $4,751-74.9% |
| Participant deferral / active EE | $9,724 | $5,874+65.5% | $4,798+102.7% | $6,710+44.9% |
| Admin fee / account holder | $132 | $9,954-98.7% | $7,748-98.3% | $11,403-98.8% |