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 | $309,638 | $172,111+79.9% | $150,298+106.0% | $137,256+125.6% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 38.98% | 69.37%-30.4pp | 62.79%-23.8pp | 220.34%-181.4pp |
| Employer contribution / active EE | $8,880 | $4,636+91.5% | $4,154+113.8% | $4,156+113.7% |
| Participant deferral / active EE | $8,508 | $6,166+38.0% | $5,453+56.0% | $6,407+32.8% |
| Admin fee / account holder | $180 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |