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 | $312,474 | $183,963+69.9% | $162,163+92.7% | $152,861+104.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 28.27% | 150.76%-122.5pp | 115.59%-87.3pp | 345.32%-317.0pp |
| Employer contribution / active EE | $3,074 | $6,371-51.7% | $5,614-45.2% | $4,762-35.5% |
| Participant deferral / active EE | $10,025 | $8,034+24.8% | $7,298+37.4% | $5,850+71.4% |
| Admin fee / account holder | $0 | $13,121-100.0% | $10,843-100.0% | $11,596-100.0% |