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 | $708,349 | $154,228+359.3% | $145,433+387.1% | $137,256+416.1% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.5pp | 80.0%+6.7pp |
| Annual return | 18.82% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,463 | $4,804-27.9% | $4,554-24.0% | $4,156-16.7% |
| Participant deferral / active EE | $13,626 | $8,216+65.8% | $7,897+72.5% | $6,407+112.7% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |