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 | $550,995 | $92,798+493.8% | $96,707+469.8% | $137,256+301.4% |
| Participation rate | 94.7% | 81.6%+13.1pp | 80.4%+14.4pp | 80.0%+14.8pp |
| Annual return | 14.81% | 31.24%-16.4pp | 34.78%-20.0pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,992 | $4,147-3.8% | $4,191-4.8% | $4,156-4.0% |
| Participant deferral / active EE | $8,616 | $5,877+46.6% | $5,997+43.7% | $6,407+34.5% |
| Admin fee / account holder | $293 | $7,946-96.3% | $7,503-96.1% | $12,270-97.6% |