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 | $259,454 | $189,613+36.8% | $167,512+54.9% | $142,382+82.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.70% | 2024.68%-2008.0pp | 1615.79%-1599.1pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,038 | $4,349-76.1% | $3,882-73.3% | $4,299-75.9% |
| Participant deferral / active EE | $5,494 | $6,981-21.3% | $6,405-14.2% | $6,507-15.6% |
| Admin fee / account holder | $37 | $10,528-99.7% | $9,769-99.6% | $12,624-99.7% |