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 | $513,837 | $100,970+408.9% | $96,576+432.1% | $137,256+274.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 17.42% | 38.16%-20.7pp | 38.47%-21.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $22,677 | $3,809+495.3% | $3,553+538.2% | $4,156+445.6% |
| Participant deferral / active EE | $14,812 | $8,286+78.7% | $7,956+86.2% | $6,407+131.2% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |