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 | $251,590 | $209,411+20.1% | $178,490+41.0% | $158,922+58.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.24% | 188.75%-161.5pp | 151.07%-123.8pp | 302.83%-275.6pp |
| Employer contribution / active EE | $1,722 | $5,706-69.8% | $5,011-65.6% | $4,761-63.8% |
| Participant deferral / active EE | $9,433 | $5,954+58.4% | $5,202+81.4% | $5,982+57.7% |
| Admin fee / account holder | $10 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |