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 | $252,972 | $202,318+25.0% | $172,739+46.4% | $152,861+65.5% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 12.74% | 1029.65%-1016.9pp | 802.84%-790.1pp | 345.32%-332.6pp |
| Employer contribution / active EE | $6,665 | $5,856+13.8% | $5,143+29.6% | $4,762+40.0% |
| Participant deferral / active EE | $7,939 | $5,948+33.5% | $5,198+52.7% | $5,850+35.7% |
| Admin fee / account holder | $184 | $17,109-98.9% | $13,954-98.7% | $11,596-98.4% |