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 | $1,047,407 | $180,749+479.5% | $160,784+551.4% | $137,256+663.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.18% | 2234.46%-2219.3pp | 1803.92%-1788.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $14,762 | $4,155+255.3% | $3,733+295.5% | $4,156+255.2% |
| Participant deferral / active EE | $20,083 | $6,844+193.4% | $6,293+219.1% | $6,407+213.5% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |