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 | $275,412 | $198,466+38.8% | $170,442+61.6% | $147,584+86.6% |
| Participation rate | 86.7% | 88.0%-1.3pp | 83.6%+3.1pp | 82.8%+3.8pp |
| Annual return | 20.07% | 257.29%-237.2pp | 205.93%-185.9pp | 578.55%-558.5pp |
| Employer contribution / active EE | $1,425 | $6,184-77.0% | $5,433-73.8% | $4,876-70.8% |
| Participant deferral / active EE | $8,350 | $5,629+48.3% | $4,939+69.0% | $5,439+53.5% |
| Admin fee / account holder | $248 | $16,852-98.5% | $13,880-98.2% | $10,885-97.7% |