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 6-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 | $1,232,012 | $209,336+488.5% | $197,124+525.0% | $137,256+797.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 38.27% | 48.09%-9.8pp | 44.34%-6.1pp | 220.34%-182.1pp |
| Employer contribution / active EE | $41,778 | $6,591+533.9% | $6,227+570.9% | $4,156+905.2% |
| Participant deferral / active EE | $16,200 | $9,614+68.5% | $9,135+77.3% | $6,407+152.9% |
| Admin fee / account holder | $108 | $17,308-99.4% | $16,298-99.3% | $12,270-99.1% |