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 | $647,569 | $154,228+319.9% | $145,433+345.3% | $137,256+371.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.71% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.6pp |
| Employer contribution / active EE | $4,339 | $4,804-9.7% | $4,554-4.7% | $4,156+4.4% |
| Participant deferral / active EE | $9,099 | $8,216+10.7% | $7,897+15.2% | $6,407+42.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |