Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $533,421 | $111,814+377.1% | $93,654+469.6% | $145,959+265.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.91% | 203.30%-191.4pp | 133.34%-121.4pp | 561.95%-550.0pp |
| Employer contribution / active EE | $15,203 | $3,092+391.8% | $2,421+528.0% | $4,661+226.2% |
| Participant deferral / active EE | $15,000 | $4,914+205.2% | $4,413+239.9% | $6,689+124.3% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |