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 | $285,616 | $228,332+25.1% | $185,823+53.7% | $158,922+79.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.09% | 40.80%-26.7pp | 35.95%-21.9pp | 302.83%-288.7pp |
| Employer contribution / active EE | $6,185 | $4,967+24.5% | $4,087+51.3% | $4,761+29.9% |
| Participant deferral / active EE | $16,420 | $6,415+156.0% | $5,632+191.5% | $5,982+174.5% |
| Admin fee / account holder | $8 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |