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 | $264,917 | $209,336+26.6% | $197,124+34.4% | $137,256+93.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.76% | 48.09%-31.3pp | 44.34%-27.6pp | 220.34%-203.6pp |
| Employer contribution / active EE | $8,484 | $6,591+28.7% | $6,227+36.2% | $4,156+104.1% |
| Participant deferral / active EE | $12,389 | $9,614+28.9% | $9,135+35.6% | $6,407+93.4% |
| Admin fee / account holder | $60 | $17,308-99.7% | $16,298-99.6% | $12,270-99.5% |