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 | $323,243 | $197,591+63.6% | $177,821+81.8% | $158,922+103.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.43% | 58.76%-45.3pp | 48.32%-34.9pp | 302.83%-289.4pp |
| Employer contribution / active EE | $8,827 | $6,697+31.8% | $5,918+49.1% | $4,761+85.4% |
| Participant deferral / active EE | $15,501 | $8,405+84.4% | $7,714+100.9% | $5,982+159.1% |
| Admin fee / account holder | $9 | $15,399-99.9% | $12,427-99.9% | $11,246-99.9% |