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 | $303,078 | $198,466+52.7% | $170,442+77.8% | $147,584+105.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.11% | 257.29%-240.2pp | 205.93%-188.8pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,797 | $6,184-54.8% | $5,433-48.5% | $4,876-42.6% |
| Participant deferral / active EE | $12,377 | $5,629+119.9% | $4,939+150.6% | $5,439+127.6% |
| Admin fee / account holder | $14 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |