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 | $283,107 | $97,125+191.5% | $86,233+228.3% | $137,256+106.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.84% | 74.19%-58.3pp | 61.39%-45.5pp | 220.34%-204.5pp |
| Employer contribution / active EE | $3,568 | $2,841+25.6% | $2,504+42.5% | $4,156-14.1% |
| Participant deferral / active EE | $16,770 | $5,180+223.8% | $4,559+267.8% | $6,407+161.8% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |