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 | $278,421 | $202,318+37.6% | $172,739+61.2% | $152,861+82.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.52% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $5,862 | $5,856+0.1% | $5,143+14.0% | $4,762+23.1% |
| Participant deferral / active EE | $5,693 | $5,948-4.3% | $5,198+9.5% | $5,850-2.7% |
| Admin fee / account holder | $184 | $17,109-98.9% | $13,954-98.7% | $11,596-98.4% |