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 | $259,129 | $138,044+87.7% | $125,339+106.7% | $134,475+92.7% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -18.70% | 750.33%-769.0pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,248 | $5,243-38.1% | $4,814-32.5% | $4,740-31.5% |
| Participant deferral / active EE | $10,425 | $7,799+33.7% | $7,446+40.0% | $6,400+62.9% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |