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 | $656,352 | $168,632+289.2% | $147,614+344.6% | $125,391+423.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.34% | 77.65%-77.3pp | 61.98%-61.6pp | 282.22%-281.9pp |
| Employer contribution / active EE | $2,543 | $6,252-59.3% | $5,564-54.3% | $4,866-47.7% |
| Participant deferral / active EE | $10,510 | $5,507+90.9% | $4,895+114.7% | $5,352+96.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |