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 | $259,387 | $202,318+28.2% | $172,739+50.2% | $152,861+69.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.28% | 1029.65%-1013.4pp | 802.84%-786.6pp | 345.32%-329.0pp |
| Employer contribution / active EE | $2,254 | $5,856-61.5% | $5,143-56.2% | $4,762-52.7% |
| Participant deferral / active EE | $21,200 | $5,948+256.4% | $5,198+307.9% | $5,850+262.4% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |