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 | $510,249 | $124,425+310.1% | $112,040+355.4% | $137,256+271.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.00% | 24.72%-13.7pp | 24.52%-13.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $6,377 | $3,411+86.9% | $2,954+115.9% | $4,156+53.4% |
| Participant deferral / active EE | $19,170 | $5,718+235.2% | $5,098+276.1% | $6,407+199.2% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |