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 7-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 | $542,449 | $243,530+122.7% | $154,472+251.2% | $243,530+122.7% |
| Participation rate | 100.0% | 93.6%+6.4pp | 99.5%+0.5pp | 93.6%+6.4pp |
| Annual return | 10.49% | 7.91%+2.6pp | 13.65%-3.2pp | 7.91%+2.6pp |
| Employer contribution / active EE | $21,024 | $20,023+5.0% | $4,756+342.0% | $20,023+5.0% |
| Participant deferral / active EE | $32,865 | $11,300+190.8% | $8,120+304.7% | $11,300+190.8% |
| Admin fee / account holder | $0 | $64,087-100.0% | $1,396-100.0% | $64,087-100.0% |