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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $401,635 | $201,259+99.6% | $184,200+118.0% | $145,959+175.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 33.93% | 28.98%+5.0pp | 28.80%+5.1pp | 561.95%-528.0pp |
| Employer contribution / active EE | $43,500 | $7,018+519.8% | $6,424+577.2% | $4,661+833.3% |
| Participant deferral / active EE | $30,000 | $9,806+205.9% | $9,132+228.5% | $6,689+348.5% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |