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 | $650,025 | $102,245+535.8% | $89,340+627.6% | $137,256+373.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 9.89% | 21.89%-12.0pp | 20.57%-10.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $8,561 | $2,529+238.5% | $2,231+283.7% | $4,156+106.0% |
| Participant deferral / active EE | $31,000 | $4,436+598.8% | $3,823+710.9% | $6,407+383.9% |
| Admin fee / account holder | $4 | $8,085-100.0% | $6,704-99.9% | $12,270-100.0% |