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 5-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 | $551,513 | $159,934+244.8% | $147,005+275.2% | $145,959+277.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.54% | 98.24%-76.7pp | 418.76%-397.2pp | 561.95%-540.4pp |
| Employer contribution / active EE | $8,000 | $5,287+51.3% | $4,934+62.1% | $4,661+71.6% |
| Participant deferral / active EE | $29,500 | $8,427+250.1% | $8,070+265.6% | $6,689+341.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |