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 | $381,632 | $198,466+92.3% | $170,442+123.9% | $147,584+158.6% |
| Participation rate | 94.1% | 88.0%+6.2pp | 83.6%+10.5pp | 82.8%+11.3pp |
| Annual return | 20.11% | 257.29%-237.2pp | 205.93%-185.8pp | 578.55%-558.4pp |
| Employer contribution / active EE | $26,293 | $6,184+325.2% | $5,433+384.0% | $4,876+439.2% |
| Participant deferral / active EE | $17,699 | $5,629+214.4% | $4,939+258.3% | $5,439+225.4% |
| Admin fee / account holder | $163 | $16,852-99.0% | $13,880-98.8% | $10,885-98.5% |