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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,060,063 | $209,336+406.4% | $197,124+437.8% | $137,256+672.3% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 40.43% | 48.09%-7.7pp | 44.34%-3.9pp | 220.34%-179.9pp |
| Employer contribution / active EE | $24,446 | $6,591+270.9% | $6,227+292.6% | $4,156+488.2% |
| Participant deferral / active EE | $16,446 | $9,614+71.1% | $9,135+80.0% | $6,407+156.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |