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 | $358,314 | $176,056+103.5% | $159,436+124.7% | $167,490+113.9% |
| Participation rate | 86.7% | 84.9%+1.7pp | 82.8%+3.8pp | 82.1%+4.6pp |
| Annual return | 14.03% | 331.75%-317.7pp | 263.57%-249.5pp | 478.56%-464.5pp |
| Employer contribution / active EE | $5,532 | $5,297+4.4% | $4,829+14.5% | $4,837+14.4% |
| Participant deferral / active EE | $14,336 | $7,750+85.0% | $7,352+95.0% | $6,341+126.1% |
| Admin fee / account holder | $160 | $12,554-98.7% | $10,799-98.5% | $12,309-98.7% |