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 | $2,159,979 | $159,934+1250.5% | $147,005+1369.3% | $145,959+1379.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 10.47% | 98.24%-87.8pp | 418.76%-408.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $28,690 | $5,287+442.6% | $4,934+481.4% | $4,661+515.6% |
| Participant deferral / active EE | $19,198 | $8,427+127.8% | $8,070+137.9% | $6,689+187.0% |
| Admin fee / account holder | $13 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |