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 5-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 | $263,063 | $183,592+43.3% | $155,567+69.1% | $145,959+80.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.46% | 61.24%-41.8pp | 64.74%-45.3pp | 561.95%-542.5pp |
| Employer contribution / active EE | $3,532 | $5,315-33.6% | $4,674-24.4% | $4,661-24.2% |
| Participant deferral / active EE | $17,880 | $6,464+176.6% | $5,628+217.7% | $6,689+167.3% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |