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 | $426,477 | $176,056+142.2% | $159,436+167.5% | $167,490+154.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 27.22% | 331.75%-304.5pp | 263.57%-236.3pp | 478.56%-451.3pp |
| Employer contribution / active EE | $4,522 | $5,297-14.6% | $4,829-6.4% | $4,837-6.5% |
| Participant deferral / active EE | $13,837 | $7,750+78.5% | $7,352+88.2% | $6,341+118.2% |
| Admin fee / account holder | $97 | $12,554-99.2% | $10,799-99.1% | $12,309-99.2% |