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 | $628,992 | $202,432+210.7% | $169,368+271.4% | $139,434+351.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.18% | 531.74%-515.6pp | 405.60%-389.4pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,471 | $4,692-68.7% | $4,013-63.3% | $4,751-69.0% |
| Participant deferral / active EE | $16,288 | $6,938+134.8% | $6,221+161.8% | $6,710+142.7% |
| Admin fee / account holder | $35 | $10,708-99.7% | $9,003-99.6% | $11,403-99.7% |