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 6-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 | $401,190 | $201,259+99.3% | $184,200+117.8% | $145,959+174.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 19.59% | 28.98%-9.4pp | 28.80%-9.2pp | 561.95%-542.4pp |
| Employer contribution / active EE | $12,881 | $7,018+83.5% | $6,424+100.5% | $4,661+176.4% |
| Participant deferral / active EE | $22,529 | $9,806+129.7% | $9,132+146.7% | $6,689+236.8% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |