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 | $256,654 | $198,466+29.3% | $170,442+50.6% | $147,584+73.9% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 634.70% | 257.29%+377.4pp | 205.93%+428.8pp | 578.55%+56.1pp |
| Employer contribution / active EE | $2,216 | $6,184-64.2% | $5,433-59.2% | $4,876-54.6% |
| Participant deferral / active EE | $7,074 | $5,629+25.7% | $4,939+43.2% | $5,439+30.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |