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 9-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 | $391,586 | $101,618+285.3% | $93,063+320.8% | $137,256+185.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 16.65% | 223.95%-207.3pp | 34.15%-17.5pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,969 | $2,707+46.6% | $2,476+60.3% | $4,156-4.5% |
| Participant deferral / active EE | $17,577 | $4,279+310.7% | $3,958+344.1% | $6,407+174.3% |
| Admin fee / account holder | $72 | $6,198-98.8% | $6,033-98.8% | $12,270-99.4% |