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 | $252,136 | $209,336+20.4% | $197,124+27.9% | $137,256+83.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 123.89% | 48.09%+75.8pp | 44.34%+79.5pp | 220.34%-96.4pp |
| Employer contribution / active EE | $6,356 | $6,591-3.6% | $6,227+2.1% | $4,156+52.9% |
| Participant deferral / active EE | $15,288 | $9,614+59.0% | $9,135+67.4% | $6,407+138.6% |
| Admin fee / account holder | $18 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |