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 | $455,707 | $98,750+361.5% | $149,696+204.4% | $79,858+470.6% |
| Participation rate | 92.0% | 75.8%+16.2pp | 82.5%+9.5pp | 69.6%+22.4pp |
| Annual return | 25.86% | 27.43%-1.6pp | 276.60%-250.7pp | 31.71%-5.9pp |
| Employer contribution / active EE | $4,726 | $3,216+46.9% | $4,644+1.8% | $2,471+91.3% |
| Participant deferral / active EE | $14,947 | $5,680+163.1% | $6,842+118.5% | $3,740+299.7% |
| Admin fee / account holder | $221 | $6,053-96.4% | $9,309-97.6% | $5,306-95.8% |