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 7-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 | $354,716 | $202,432+75.2% | $169,368+109.4% | $139,434+154.4% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 12.46% | 531.74%-519.3pp | 405.60%-393.1pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,088 | $4,692-55.5% | $4,013-48.0% | $4,751-56.0% |
| Participant deferral / active EE | $12,221 | $6,938+76.1% | $6,221+96.4% | $6,710+82.1% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |