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 | $282,795 | $183,519+54.1% | $155,509+81.9% | $145,922+93.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 10.83% | 61.17%-50.3pp | 64.67%-53.8pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,581 | $5,313-70.2% | $4,672-66.2% | $4,660-66.1% |
| Participant deferral / active EE | $6,340 | $6,462-1.9% | $5,626+12.7% | $6,688-5.2% |
| Admin fee / account holder | $48 | $19,313-99.8% | $15,912-99.7% | $13,397-99.6% |