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 | $273,209 | $116,175+135.2% | $93,606+191.9% | $152,861+78.7% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 22.18% | 35.96%-13.8pp | 32.76%-10.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $2,586 | $3,218-19.6% | $2,718-4.9% | $4,762-45.7% |
| Participant deferral / active EE | $3,364 | $4,603-26.9% | $4,069-17.3% | $5,850-42.5% |
| Admin fee / account holder | $0 | $10,748-100.0% | $7,888-100.0% | $11,596-100.0% |