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 | $279,637 | $183,963+52.0% | $162,163+72.4% | $152,861+82.9% |
| Participation rate | 92.9% | 88.5%+4.4pp | 87.6%+5.3pp | 82.4%+10.4pp |
| Annual return | 24.24% | 150.76%-126.5pp | 115.59%-91.3pp | 345.32%-321.1pp |
| Employer contribution / active EE | $3,583 | $6,371-43.8% | $5,614-36.2% | $4,762-24.8% |
| Participant deferral / active EE | $8,862 | $8,034+10.3% | $7,298+21.4% | $5,850+51.5% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |