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 | $291,909 | $159,934+82.5% | $147,005+98.6% | $145,959+100.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.80% | 98.24%-80.4pp | 418.76%-401.0pp | 561.95%-544.2pp |
| Employer contribution / active EE | $7,780 | $5,287+47.1% | $4,934+57.7% | $4,661+66.9% |
| Participant deferral / active EE | $19,700 | $8,427+133.8% | $8,070+144.1% | $6,689+194.5% |
| Admin fee / account holder | $16 | $15,053-99.9% | $13,006-99.9% | $13,398-99.9% |