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 6-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 | $1,705,009 | $209,336+714.5% | $197,124+764.9% | $137,256+1142.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.59% | 48.09%-29.5pp | 44.34%-25.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $30,486 | $6,591+362.6% | $6,227+389.5% | $4,156+633.5% |
| Participant deferral / active EE | $14,237 | $9,614+48.1% | $9,135+55.9% | $6,407+122.2% |
| Admin fee / account holder | $86 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |