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 | $2,228,923 | $159,934+1293.6% | $147,005+1416.2% | $145,959+1427.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 48.59% | 98.24%-49.6pp | 418.76%-370.2pp | 561.95%-513.4pp |
| Employer contribution / active EE | $5,000 | $5,287-5.4% | $4,934+1.3% | $4,661+7.3% |
| Participant deferral / active EE | $18,000 | $8,427+113.6% | $8,070+123.1% | $6,689+169.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |