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 | $251,044 | $167,484+49.9% | $151,611+65.6% | $134,475+86.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -10.70% | 7.80%-18.5pp | 3.33%-14.0pp | 417.96%-428.7pp |
| Employer contribution / active EE | $1,790 | $6,829-73.8% | $6,166-71.0% | $4,740-62.2% |
| Participant deferral / active EE | $3,370 | $8,986-62.5% | $8,363-59.7% | $6,400-47.3% |
| Admin fee / account holder | $14 | $13,783-99.9% | $11,616-99.9% | $11,426-99.9% |