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 3-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 | $259,208 | $159,934+62.1% | $147,005+76.3% | $145,959+77.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.19% | 98.24%-84.0pp | 418.76%-404.6pp | 561.95%-547.8pp |
| Employer contribution / active EE | $11,026 | $5,287+108.5% | $4,934+123.4% | $4,661+136.6% |
| Participant deferral / active EE | $30,185 | $8,427+258.2% | $8,070+274.1% | $6,689+351.3% |
| Admin fee / account holder | $194 | $15,053-98.7% | $13,006-98.5% | $13,398-98.6% |