See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for 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 | $4,825,605 | $167,307+2784.3% | $143,757+3256.8% | $134,475+3488.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 0.16% | 0.46%-0.3pp | -0.04%+0.2pp | 417.96%-417.8pp |
| Employer contribution / active EE | $42,682 | $5,619+659.6% | $4,951+762.1% | $4,740+800.5% |
| Participant deferral / active EE | $24,818 | $6,446+285.0% | $5,637+340.3% | $6,400+287.8% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |