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 | $281,860 | $189,613+48.6% | $167,512+68.3% | $142,382+98.0% |
| Participation rate | 84.2% | 80.1%+4.1pp | 77.1%+7.2pp | 80.1%+4.1pp |
| Annual return | 19.23% | 2024.68%-2005.5pp | 1615.79%-1596.6pp | 217.08%-197.8pp |
| Employer contribution / active EE | $4,703 | $4,349+8.1% | $3,882+21.2% | $4,299+9.4% |
| Participant deferral / active EE | $6,285 | $6,981-10.0% | $6,405-1.9% | $6,507-3.4% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |