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 | $819,333 | $185,822+340.9% | $169,993+382.0% | $139,434+487.6% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 20.77% | 60.50%-39.7pp | 53.37%-32.6pp | 372.94%-352.2pp |
| Employer contribution / active EE | $7,074 | $7,590-6.8% | $6,785+4.3% | $4,751+48.9% |
| Participant deferral / active EE | $16,542 | $11,622+42.3% | $10,408+58.9% | $6,710+146.5% |
| Admin fee / account holder | $146 | $15,381-99.1% | $12,815-98.9% | $11,403-98.7% |