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 | $594,394 | $180,449+229.4% | $154,107+285.7% | $135,375+339.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.22% | 888.09%-890.3pp | 735.12%-737.3pp | 519.73%-522.0pp |
| Employer contribution / active EE | $2,133 | $6,035-64.7% | $5,298-59.7% | $4,779-55.4% |
| Participant deferral / active EE | $14,640 | $5,806+152.1% | $5,081+188.2% | $5,609+161.0% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |