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 | $375,146 | $209,336+79.2% | $197,124+90.3% | $137,256+173.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.27% | 48.09%-33.8pp | 44.34%-30.1pp | 220.34%-206.1pp |
| Employer contribution / active EE | $7,454 | $6,591+13.1% | $6,227+19.7% | $4,156+79.3% |
| Participant deferral / active EE | $17,591 | $9,614+83.0% | $9,135+92.6% | $6,407+174.6% |
| Admin fee / account holder | $113 | $17,308-99.3% | $16,298-99.3% | $12,270-99.1% |