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 7-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 | $263,727 | $214,378+23.0% | $200,582+31.5% | $142,382+85.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 17.50% | 46.41%-28.9pp | 42.33%-24.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $3,296 | $6,841-51.8% | $6,419-48.7% | $4,299-23.3% |
| Participant deferral / active EE | $9,478 | $9,865-3.9% | $9,331+1.6% | $6,507+45.6% |
| Admin fee / account holder | $35 | $17,692-99.8% | $16,305-99.8% | $12,624-99.7% |