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 | $387,767 | $159,934+142.5% | $147,005+163.8% | $145,959+165.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 16.03% | 98.24%-82.2pp | 418.76%-402.7pp | 561.95%-545.9pp |
| Employer contribution / active EE | $4,467 | $5,287-15.5% | $4,934-9.5% | $4,661-4.2% |
| Participant deferral / active EE | $11,754 | $8,427+39.5% | $8,070+45.7% | $6,689+75.7% |
| Admin fee / account holder | $29 | $15,053-99.8% | $13,006-99.8% | $13,398-99.8% |