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 | $307,585 | $166,020+85.3% | $164,866+86.6% | $145,959+110.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.68% | 100.08%-85.4pp | 69.97%-55.3pp | 561.95%-547.3pp |
| Employer contribution / active EE | $13,370 | $5,275+153.5% | $4,343+207.9% | $4,661+186.9% |
| Participant deferral / active EE | $13,619 | $6,961+95.6% | $6,033+125.7% | $6,689+103.6% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |