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 | $519,399 | $92,798+459.7% | $96,707+437.1% | $137,256+278.4% |
| Participation rate | 80.0% | 81.6%-1.6pp | 80.4%-0.4pp | 80.0%0pp |
| Annual return | 17.88% | 31.24%-13.4pp | 34.78%-16.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $19,759 | $4,147+376.4% | $4,191+371.4% | $4,156+375.4% |
| Participant deferral / active EE | $14,950 | $5,877+154.4% | $5,997+149.3% | $6,407+133.3% |
| Admin fee / account holder | $102 | $7,946-98.7% | $7,503-98.6% | $12,270-99.2% |