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 | $497,428 | $177,572+180.1% | $154,803+221.3% | $142,382+249.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 12.17% | 65.07%-52.9pp | 58.88%-46.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,071 | $4,810-36.2% | $4,305-28.7% | $4,299-28.6% |
| Participant deferral / active EE | $5,783 | $6,272-7.8% | $5,540+4.4% | $6,507-11.1% |
| Admin fee / account holder | $43 | $16,786-99.7% | $14,329-99.7% | $12,624-99.7% |