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 | $289,644 | $165,335+75.2% | $149,696+93.5% | $158,922+82.3% |
| Participation rate | 93.8% | 84.6%+9.2pp | 82.5%+11.3pp | 82.0%+11.8pp |
| Annual return | 15.27% | 348.15%-332.9pp | 276.60%-261.3pp | 302.83%-287.6pp |
| Employer contribution / active EE | $4,108 | $5,103-19.5% | $4,644-11.5% | $4,761-13.7% |
| Participant deferral / active EE | $6,717 | $7,181-6.5% | $6,842-1.8% | $5,982+12.3% |
| Admin fee / account holder | $86 | $10,807-99.2% | $9,309-99.1% | $11,246-99.2% |