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 | $547,132 | $180,449+203.2% | $154,107+255.0% | $135,375+304.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.37% | 888.09%-890.5pp | 735.12%-737.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $1,733 | $6,035-71.3% | $5,298-67.3% | $4,779-63.7% |
| Participant deferral / active EE | $14,000 | $5,806+141.1% | $5,081+175.6% | $5,609+149.6% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |