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 | $284,537 | $81,233+250.3% | $155,567+82.9% | $80,874+251.8% |
| Participation rate | 96.8% | 66.2%+30.5pp | 78.2%+18.6pp | 67.6%+29.1pp |
| Annual return | 23.36% | 33.33%-10.0pp | 64.74%-41.4pp | 35.62%-12.3pp |
| Employer contribution / active EE | $9,684 | $3,101+212.3% | $4,674+107.2% | $2,756+251.4% |
| Participant deferral / active EE | $10,239 | $3,452+196.6% | $5,628+81.9% | $4,297+138.3% |
| Admin fee / account holder | $1 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |