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 | $662,067 | $118,680+457.9% | $98,907+569.4% | $158,922+316.6% |
| Participation rate | 90.9% | 77.8%+13.1pp | 76.0%+14.9pp | 82.0%+9.0pp |
| Annual return | 14.05% | 372.35%-358.3pp | 196.43%-182.4pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,958 | $3,333-41.2% | $2,689-27.2% | $4,761-58.9% |
| Participant deferral / active EE | $5,196 | $5,088+2.1% | $4,244+22.4% | $5,982-13.1% |
| Admin fee / account holder | $0 | $10,131-100.0% | $6,642-100.0% | $11,246-100.0% |