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 | $296,378 | $160,055+85.2% | $140,016+111.7% | $135,375+118.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 2.49% | 911.38%-908.9pp | 651.12%-648.6pp | 519.73%-517.2pp |
| Employer contribution / active EE | $3,044 | $6,420-52.6% | $5,606-45.7% | $4,779-36.3% |
| Participant deferral / active EE | $25,583 | $7,642+234.8% | $6,927+269.3% | $5,609+356.1% |
| Admin fee / account holder | $45 | $13,328-99.7% | $10,705-99.6% | $10,827-99.6% |