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 | $596,195 | $209,336+184.8% | $197,124+202.4% | $137,256+334.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 15.41% | 48.09%-32.7pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $13,060 | $6,591+98.2% | $6,227+109.7% | $4,156+214.2% |
| Participant deferral / active EE | $15,264 | $9,614+58.8% | $9,135+67.1% | $6,407+138.2% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |