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 8-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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $525,837 | $149,040+252.8% | $120,225+337.4% | $137,256+283.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 8.91% | 605.68%-596.8pp | 439.23%-430.3pp | 220.34%-211.4pp |
| Employer contribution / active EE | $5,490 | $4,350+26.2% | $3,475+58.0% | $4,156+32.1% |
| Participant deferral / active EE | $10,980 | $4,655+135.9% | $3,999+174.6% | $6,407+71.4% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |