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 | $821,468 | $67,823+1111.2% | $52,425+1466.9% | $137,256+498.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 18.49% | 219.11%-200.6pp | 302.12%-283.6pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,251 | $1,163+93.5% | $914+146.2% | $4,156-45.8% |
| Participant deferral / active EE | $16,500 | $2,288+621.2% | $1,790+821.6% | $6,407+157.5% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |