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 | $857,745 | $124,425+589.4% | $112,040+665.6% | $137,256+524.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.31% | 24.72%-6.4pp | 24.52%-6.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $17,100 | $3,411+401.3% | $2,954+478.9% | $4,156+311.5% |
| Participant deferral / active EE | $31,000 | $5,718+442.1% | $5,098+508.1% | $6,407+383.9% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |