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 | $253,225 | $163,101+55.3% | $136,749+85.2% | $142,382+77.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.34% | 27.54%-14.2pp | 24.33%-11.0pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,845 | $4,117-30.9% | $3,400-16.3% | $4,299-33.8% |
| Participant deferral / active EE | $11,177 | $5,585+100.1% | $4,692+138.2% | $6,507+71.8% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |