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 5-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 | $270,474 | $159,602+69.5% | $150,045+80.3% | $142,382+90.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.53% | 70.24%-48.7pp | 62.55%-41.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $28,313 | $4,961+470.8% | $4,693+503.3% | $4,299+558.6% |
| Participant deferral / active EE | $29,387 | $8,310+253.6% | $7,997+267.5% | $6,507+351.6% |
| Admin fee / account holder | $276 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |