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 | $294,287 | $209,336+40.6% | $197,124+49.3% | $137,256+114.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.11% | 48.09%-25.0pp | 44.34%-21.2pp | 220.34%-197.2pp |
| Employer contribution / active EE | $18,852 | $6,591+186.0% | $6,227+202.7% | $4,156+353.6% |
| Participant deferral / active EE | $11,518 | $9,614+19.8% | $9,135+26.1% | $6,407+79.8% |
| Admin fee / account holder | $8 | $17,308-100.0% | $16,298-100.0% | $12,270-99.9% |