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 | $468,412 | $72,071+549.9% | $68,368+585.1% | $137,256+241.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.40% | 353.14%-334.7pp | 292.57%-274.2pp | 220.34%-201.9pp |
| Employer contribution / active EE | $2,940 | $2,788+5.4% | $2,649+11.0% | $4,156-29.3% |
| Participant deferral / active EE | $15,632 | $4,410+254.5% | $4,123+279.2% | $6,407+144.0% |
| Admin fee / account holder | -$6 | $5,336-100.1% | $5,150-100.1% | $12,270-100.0% |