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 9-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 | $477,390 | $167,484+185.0% | $151,611+214.9% | $134,475+255.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 8.68% | 7.80%+0.9pp | 3.33%+5.4pp | 417.96%-409.3pp |
| Employer contribution / active EE | $1,859 | $6,829-72.8% | $6,166-69.9% | $4,740-60.8% |
| Participant deferral / active EE | $13,667 | $8,986+52.1% | $8,363+63.4% | $6,400+113.6% |
| Admin fee / account holder | $23 | $13,783-99.8% | $11,616-99.8% | $11,426-99.8% |