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 | $612,077 | $159,602+283.5% | $150,045+307.9% | $142,382+329.9% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.3%+8.2pp | 80.1%+10.4pp |
| Annual return | 17.30% | 70.24%-52.9pp | 62.55%-45.3pp | 217.08%-199.8pp |
| Employer contribution / active EE | $6,741 | $4,961+35.9% | $4,693+43.6% | $4,299+56.8% |
| Participant deferral / active EE | $19,852 | $8,310+138.9% | $7,997+148.2% | $6,507+205.1% |
| Admin fee / account holder | $7 | $14,846-100.0% | $13,435-99.9% | $12,624-99.9% |