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 | $522,025 | $159,934+226.4% | $147,005+255.1% | $145,959+257.7% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 18.73% | 98.24%-79.5pp | 418.76%-400.0pp | 561.95%-543.2pp |
| Employer contribution / active EE | $19,205 | $5,287+263.2% | $4,934+289.2% | $4,661+312.1% |
| Participant deferral / active EE | $11,081 | $8,427+31.5% | $8,070+37.3% | $6,689+65.7% |
| Admin fee / account holder | $16 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |