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 | $290,850 | $99,640+191.9% | $86,436+236.5% | $134,475+116.3% |
| Participation rate | 92.9% | 82.0%+10.8pp | 80.3%+12.5pp | 81.2%+11.6pp |
| Annual return | -12.52% | 6782.58%-6795.1pp | 4394.89%-4407.4pp | 417.96%-430.5pp |
| Employer contribution / active EE | $4,643 | $4,400+5.5% | $3,769+23.2% | $4,740-2.0% |
| Participant deferral / active EE | $6,802 | $7,246-6.1% | $6,952-2.2% | $6,400+6.3% |
| Admin fee / account holder | $0 | $8,371-100.0% | $6,731-100.0% | $11,426-100.0% |