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 5-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 | $507,530 | $70,606+618.8% | $53,898+841.7% | $142,382+256.5% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 14.33% | 619.81%-605.5pp | 528.60%-514.3pp | 217.08%-202.7pp |
| Employer contribution / active EE | $7,821 | $1,202+550.6% | $932+739.1% | $4,299+81.9% |
| Participant deferral / active EE | $18,922 | $2,364+700.4% | $1,826+936.1% | $6,507+190.8% |
| Admin fee / account holder | $24 | $2,852-99.2% | $2,491-99.0% | $12,624-99.8% |