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 9-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 | $1,143,030 | $112,729+914.0% | $98,716+1057.9% | $137,256+732.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 45.75% | 38.48%+7.3pp | 31.81%+13.9pp | 220.34%-174.6pp |
| Employer contribution / active EE | $2,338 | $2,725-14.2% | $2,279+2.6% | $4,156-43.7% |
| Participant deferral / active EE | $3,011 | $4,640-35.1% | $4,048-25.6% | $6,407-53.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |