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 | $265,086 | $150,440+76.2% | $136,294+94.5% | $147,584+79.6% |
| Participation rate | 75.0% | 84.4%-9.4pp | 81.9%-6.9pp | 82.8%-7.8pp |
| Annual return | 13.90% | 1049.08%-1035.2pp | 5155.94%-5142.0pp | 578.55%-564.6pp |
| Employer contribution / active EE | $3,159 | $5,256-39.9% | $4,695-32.7% | $4,876-35.2% |
| Participant deferral / active EE | $9,430 | $6,630+42.2% | $6,247+50.9% | $5,439+73.4% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |