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 | $332,737 | $209,832+58.6% | $189,513+75.6% | $167,490+98.7% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 24.14% | 748.27%-724.1pp | 555.15%-531.0pp | 478.56%-454.4pp |
| Employer contribution / active EE | $3,494 | $6,914-49.5% | $6,162-43.3% | $4,837-27.8% |
| Participant deferral / active EE | $13,313 | $8,935+49.0% | $8,221+61.9% | $6,341+109.9% |
| Admin fee / account holder | $157 | $14,293-98.9% | $12,045-98.7% | $12,309-98.7% |