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 | $397,589 | $176,056+125.8% | $159,436+149.4% | $167,490+137.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.48% | 331.75%-317.3pp | 263.57%-249.1pp | 478.56%-464.1pp |
| Employer contribution / active EE | $13,261 | $5,297+150.3% | $4,829+174.6% | $4,837+174.1% |
| Participant deferral / active EE | $10,811 | $7,750+39.5% | $7,352+47.0% | $6,341+70.5% |
| Admin fee / account holder | $129 | $12,554-99.0% | $10,799-98.8% | $12,309-99.0% |