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 | $372,385 | $165,984+124.4% | $164,813+125.9% | $145,922+155.2% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.5pp |
| Annual return | 16.66% | 100.03%-83.4pp | 69.93%-53.3pp | 561.29%-544.6pp |
| Employer contribution / active EE | $2,530 | $5,273-52.0% | $4,341-41.7% | $4,660-45.7% |
| Participant deferral / active EE | $7,719 | $6,959+10.9% | $6,031+28.0% | $6,688+15.4% |
| Admin fee / account holder | $1 | $16,648-100.0% | $12,690-100.0% | $13,397-100.0% |