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 | $429,597 | $183,519+134.1% | $155,509+176.3% | $145,922+194.4% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 28.54% | 61.17%-32.6pp | 64.67%-36.1pp | 561.29%-532.7pp |
| Employer contribution / active EE | $1,463 | $5,313-72.5% | $4,672-68.7% | $4,660-68.6% |
| Participant deferral / active EE | $6,095 | $6,462-5.7% | $5,626+8.3% | $6,688-8.9% |
| Admin fee / account holder | $299 | $19,313-98.5% | $15,912-98.1% | $13,397-97.8% |