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 | $672,921 | $165,335+307.0% | $149,696+349.5% | $158,922+323.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.61% | 348.15%-325.5pp | 276.60%-254.0pp | 302.83%-280.2pp |
| Employer contribution / active EE | $6,283 | $5,103+23.1% | $4,644+35.3% | $4,761+32.0% |
| Participant deferral / active EE | $5,600 | $7,181-22.0% | $6,842-18.1% | $5,982-6.4% |
| Admin fee / account holder | $43 | $10,807-99.6% | $9,309-99.5% | $11,246-99.6% |