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 | $880,865 | $111,535+689.8% | $105,223+737.1% | $137,256+541.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.39% | 237.85%-217.5pp | 180.65%-160.3pp | 220.34%-199.9pp |
| Employer contribution / active EE | $3,027 | $3,939-23.2% | $3,689-17.9% | $4,156-27.2% |
| Participant deferral / active EE | $9,964 | $5,500+81.2% | $5,072+96.5% | $6,407+55.5% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |