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 | $488,484 | $183,592+166.1% | $155,567+214.0% | $145,959+234.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 19.43% | 61.24%-41.8pp | 64.74%-45.3pp | 561.95%-542.5pp |
| Employer contribution / active EE | $2,475 | $5,315-53.4% | $4,674-47.1% | $4,661-46.9% |
| Participant deferral / active EE | $8,949 | $6,464+38.4% | $5,628+59.0% | $6,689+33.8% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |