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 | $267,904 | $112,729+137.7% | $98,716+171.4% | $137,256+95.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.52% | 38.48%-21.0pp | 31.81%-14.3pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,793 | $2,725-34.2% | $2,279-21.3% | $4,156-56.9% |
| Participant deferral / active EE | $13,312 | $4,640+186.9% | $4,048+228.9% | $6,407+107.8% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |