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 | $495,197 | $239,571+106.7% | $183,328+170.1% | $137,256+260.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 80.0%+20.0pp |
| Annual return | 20.12% | 35.69%-15.6pp | 29.67%-9.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,694 | $6,148-39.9% | $5,055-26.9% | $4,156-11.1% |
| Participant deferral / active EE | $11,502 | $7,995+43.9% | $6,795+69.3% | $6,407+79.5% |
| Admin fee / account holder | $89 | $30,059-99.7% | $21,427-99.6% | $12,270-99.3% |