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 | $766,661 | $154,228+397.1% | $145,433+427.2% | $137,256+458.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.50% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $47,416 | $4,804+887.0% | $4,554+941.1% | $4,156+1040.9% |
| Participant deferral / active EE | $24,710 | $8,216+200.7% | $7,897+212.9% | $6,407+285.7% |
| Admin fee / account holder | $265 | $14,344-98.2% | $13,129-98.0% | $12,270-97.8% |