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 | $426,078 | $172,111+147.6% | $150,298+183.5% | $137,256+210.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.16% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $17,181 | $4,636+270.6% | $4,154+313.6% | $4,156+313.4% |
| Participant deferral / active EE | $10,737 | $6,166+74.1% | $5,453+96.9% | $6,407+67.6% |
| Admin fee / account holder | $48 | $16,471-99.7% | $14,116-99.7% | $12,270-99.6% |