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 3-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 | $460,637 | $124,425+270.2% | $112,040+311.1% | $137,256+235.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.63% | 24.72%-8.1pp | 24.52%-7.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $23,150 | $3,411+578.6% | $2,954+683.7% | $4,156+457.0% |
| Participant deferral / active EE | $30,500 | $5,718+433.4% | $5,098+498.3% | $6,407+376.1% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |