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 | $397,472 | $148,534+167.6% | $135,903+192.5% | $139,434+185.1% |
| Participation rate | 90.9% | 83.9%+7.1pp | 81.9%+9.0pp | 80.3%+10.6pp |
| Annual return | 18.47% | 79.19%-60.7pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $11,075 | $5,243+111.2% | $4,856+128.1% | $4,751+133.1% |
| Participant deferral / active EE | $20,525 | $8,100+153.4% | $7,758+164.6% | $6,710+205.9% |
| Admin fee / account holder | $234 | $12,400-98.1% | $10,762-97.8% | $11,403-98.0% |