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 | $448,628 | $177,572+152.6% | $154,803+189.8% | $142,382+215.1% |
| Participation rate | 94.7% | 82.1%+12.7pp | 78.1%+16.7pp | 80.1%+14.6pp |
| Annual return | 16.51% | 65.07%-48.6pp | 58.88%-42.4pp | 217.08%-200.6pp |
| Employer contribution / active EE | $15,721 | $4,810+226.8% | $4,305+265.1% | $4,299+265.7% |
| Participant deferral / active EE | $9,489 | $6,272+51.3% | $5,540+71.3% | $6,507+45.8% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |