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 | $264,913 | $180,449+46.8% | $154,107+71.9% | $135,375+95.7% |
| Participation rate | 85.0% | 87.4%-2.4pp | 83.0%+2.0pp | 82.6%+2.4pp |
| Annual return | -5.52% | 888.09%-893.6pp | 735.12%-740.6pp | 519.73%-525.3pp |
| Employer contribution / active EE | $7,169 | $6,035+18.8% | $5,298+35.3% | $4,779+50.0% |
| Participant deferral / active EE | $6,157 | $5,806+6.0% | $5,081+21.2% | $5,609+9.8% |
| Admin fee / account holder | $16 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |