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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $497,743 | $154,228+222.7% | $145,433+242.2% | $137,256+262.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.95% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $284 | $4,804-94.1% | $4,554-93.8% | $4,156-93.2% |
| Participant deferral / active EE | $6,165 | $8,216-25.0% | $7,897-21.9% | $6,407-3.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |