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 | $262,648 | $167,484+56.8% | $151,611+73.2% | $134,475+95.3% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -15.83% | 7.80%-23.6pp | 3.33%-19.2pp | 417.96%-433.8pp |
| Employer contribution / active EE | $8,413 | $6,829+23.2% | $6,166+36.4% | $4,740+77.5% |
| Participant deferral / active EE | $9,561 | $8,986+6.4% | $8,363+14.3% | $6,400+49.4% |
| Admin fee / account holder | $95 | $13,783-99.3% | $11,616-99.2% | $11,426-99.2% |