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 | $304,602 | $201,259+51.3% | $184,200+65.4% | $145,959+108.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 11.33% | 28.98%-17.7pp | 28.80%-17.5pp | 561.95%-550.6pp |
| Employer contribution / active EE | $1,832 | $7,018-73.9% | $6,424-71.5% | $4,661-60.7% |
| Participant deferral / active EE | $3,940 | $9,806-59.8% | $9,132-56.9% | $6,689-41.1% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |