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 | $261,516 | $159,934+63.5% | $147,005+77.9% | $145,959+79.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 78.25% | 98.24%-20.0pp | 418.76%-340.5pp | 561.95%-483.7pp |
| Employer contribution / active EE | $3,812 | $5,287-27.9% | $4,934-22.7% | $4,661-18.2% |
| Participant deferral / active EE | $12,264 | $8,427+45.5% | $8,070+52.0% | $6,689+83.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |