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 | $1,377,812 | $154,228+793.4% | $145,433+847.4% | $137,256+903.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 53.49% | 74.59%-21.1pp | 66.58%-13.1pp | 220.34%-166.8pp |
| Employer contribution / active EE | $12,500 | $4,804+160.2% | $4,554+174.5% | $4,156+200.8% |
| Participant deferral / active EE | $21,250 | $8,216+158.6% | $7,897+169.1% | $6,407+231.7% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |