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 | $1,128,923 | $100,773+1020.3% | $88,946+1169.2% | $142,382+692.9% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 18.46% | 70.18%-51.7pp | 57.82%-39.4pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,539 | $2,918-47.3% | $2,555-39.8% | $4,299-64.2% |
| Participant deferral / active EE | $20,951 | $5,230+300.6% | $4,581+357.3% | $6,507+222.0% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |