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 | $276,502 | $93,571+195.5% | $135,903+103.5% | $75,163+267.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 18.52% | 30.90%-12.4pp | 68.23%-49.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,940 | $3,537-16.9% | $4,856-39.5% | $2,670+10.1% |
| Participant deferral / active EE | $9,050 | $6,404+41.3% | $7,758+16.7% | $4,125+119.4% |
| Admin fee / account holder | $225 | $6,975-96.8% | $10,762-97.9% | $5,651-96.0% |