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 | $324,490 | $183,592+76.7% | $155,567+108.6% | $145,959+122.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 19.62% | 61.24%-41.6pp | 64.74%-45.1pp | 561.95%-542.3pp |
| Employer contribution / active EE | $1,197 | $5,315-77.5% | $4,674-74.4% | $4,661-74.3% |
| Participant deferral / active EE | $8,885 | $6,464+37.4% | $5,628+57.9% | $6,689+32.8% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |