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 | $264,075 | $150,440+75.5% | $136,294+93.8% | $147,584+78.9% |
| Participation rate | 94.1% | 84.4%+9.7pp | 81.9%+12.2pp | 82.8%+11.3pp |
| Annual return | 16.34% | 1049.08%-1032.7pp | 5155.94%-5139.6pp | 578.55%-562.2pp |
| Employer contribution / active EE | $3,851 | $5,256-26.7% | $4,695-18.0% | $4,876-21.0% |
| Participant deferral / active EE | $10,975 | $6,630+65.5% | $6,247+75.7% | $5,439+101.8% |
| Admin fee / account holder | $14 | $10,905-99.9% | $9,243-99.9% | $10,885-99.9% |