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 8-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 | $1,349,549 | $158,817+749.8% | $121,196+1013.5% | $135,375+896.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | 1.28% | -0.64%+1.9pp | 16.93%-15.7pp | 519.73%-518.5pp |
| Employer contribution / active EE | $36,000 | $5,665+535.5% | $4,022+795.2% | $4,779+653.3% |
| Participant deferral / active EE | $24,500 | $4,005+511.8% | $3,344+632.5% | $5,609+336.8% |
| Admin fee / account holder | $0 | $6,512-100.0% | $5,019-100.0% | $10,827-100.0% |