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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,505 | $178,174+51.3% | $156,181+72.6% | $137,256+96.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 10.47% | 84.19%-73.7pp | 64.87%-54.4pp | 220.34%-209.9pp |
| Employer contribution / active EE | $1,071 | $4,972-78.5% | $4,294-75.1% | $4,156-74.2% |
| Participant deferral / active EE | $1,560 | $6,888-77.4% | $6,132-74.6% | $6,407-75.7% |
| Admin fee / account holder | $20 | $17,404-99.9% | $14,586-99.9% | $12,270-99.8% |