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 | $322,028 | $99,079+225.0% | $77,999+312.9% | $273,961+17.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.51% | 217.93%-209.4pp | 425.96%-417.4pp | 41.45%-32.9pp |
| Employer contribution / active EE | $3,018 | $3,308-8.8% | $2,470+22.2% | $4,869-38.0% |
| Participant deferral / active EE | $11,265 | $4,306+161.6% | $3,497+222.2% | $5,287+113.1% |
| Admin fee / account holder | $5 | $8,954-99.9% | $5,480-99.9% | $10,132-100.0% |