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 | $287,100 | $127,386+125.4% | $115,037+149.6% | $125,391+129.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 6.46% | 31.28%-24.8pp | 26.14%-19.7pp | 282.22%-275.8pp |
| Employer contribution / active EE | $4,270 | $5,166-17.3% | $4,608-7.3% | $4,866-12.2% |
| Participant deferral / active EE | $14,752 | $6,423+129.7% | $6,026+144.8% | $5,352+175.7% |
| Admin fee / account holder | $84 | $9,516-99.1% | $8,175-99.0% | $9,540-99.1% |