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 | $333,931 | $172,111+94.0% | $150,298+122.2% | $137,256+143.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.66% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $9,924 | $4,636+114.1% | $4,154+138.9% | $4,156+138.8% |
| Participant deferral / active EE | $17,946 | $6,166+191.1% | $5,453+229.1% | $6,407+180.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |