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 | $390,487 | $175,202+122.9% | $149,673+160.9% | $139,434+180.1% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 20.80% | 166.71%-145.9pp | 134.42%-113.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $2,090 | $5,474-61.8% | $4,818-56.6% | $4,751-56.0% |
| Participant deferral / active EE | $4,829 | $6,519-25.9% | $5,680-15.0% | $6,710-28.0% |
| Admin fee / account holder | $141 | $16,150-99.1% | $13,210-98.9% | $11,403-98.8% |