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 | $272,433 | $133,958+103.4% | $112,228+142.7% | $134,475+102.6% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -17.51% | 47.11%-64.6pp | 27.45%-45.0pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,298 | $4,038-43.1% | $3,635-36.8% | $4,740-51.5% |
| Participant deferral / active EE | $9,729 | $5,291+83.9% | $4,728+105.8% | $6,400+52.0% |
| Admin fee / account holder | $201 | $7,489-97.3% | $6,410-96.9% | $11,426-98.2% |