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 | $388,979 | $140,588+176.7% | $123,104+216.0% | $125,391+210.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.59% | 16.80%-15.2pp | 13.22%-11.6pp | 282.22%-280.6pp |
| Employer contribution / active EE | $35,000 | $6,041+479.3% | $5,151+579.4% | $4,866+619.3% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,230-100.0% | $5,352-100.0% |
| Admin fee / account holder | $24 | $11,198-99.8% | $9,015-99.7% | $9,540-99.7% |