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 | $503,766 | $176,812+184.9% | $146,665+243.5% | $167,490+200.8% |
| Participation rate | 94.4% | 83.6%+10.8pp | 80.1%+14.4pp | 82.1%+12.3pp |
| Annual return | 15.07% | 24.03%-9.0pp | 22.74%-7.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $7,619 | $5,160+47.7% | $4,136+84.2% | $4,837+57.5% |
| Participant deferral / active EE | $12,076 | $6,440+87.5% | $5,506+119.3% | $6,341+90.4% |
| Admin fee / account holder | $284 | $13,259-97.9% | $10,280-97.2% | $12,309-97.7% |