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 | $981,581 | $239,571+309.7% | $183,328+435.4% | $137,256+615.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 17.33% | 35.69%-18.4pp | 29.67%-12.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,875 | $6,148-69.5% | $5,055-62.9% | $4,156-54.9% |
| Participant deferral / active EE | $3,000 | $7,995-62.5% | $6,795-55.9% | $6,407-53.2% |
| Admin fee / account holder | $43 | $30,059-99.9% | $21,427-99.8% | $12,270-99.7% |