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 | $1,620,579 | $183,592+782.7% | $155,567+941.7% | $145,959+1010.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 36.58% | 61.24%-24.7pp | 64.74%-28.2pp | 561.95%-525.4pp |
| Employer contribution / active EE | $47,000 | $5,315+784.3% | $4,674+905.5% | $4,661+908.4% |
| Participant deferral / active EE | $30,500 | $6,464+371.8% | $5,628+442.0% | $6,689+356.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |