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 | $318,258 | $103,376+207.9% | $87,100+265.4% | $152,861+108.2% |
| Participation rate | 77.8% | 79.3%-1.6pp | 76.9%+0.9pp | 82.4%-4.7pp |
| Annual return | 26.73% | 28.10%-1.4pp | 28.19%-1.5pp | 345.32%-318.6pp |
| Employer contribution / active EE | $2,515 | $3,220-21.9% | $2,521-0.2% | $4,762-47.2% |
| Participant deferral / active EE | $3,805 | $4,778-20.4% | $4,049-6.0% | $5,850-35.0% |
| Admin fee / account holder | $1 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |