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.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,044,753 | $209,832+397.9% | $189,513+451.3% | $167,490+523.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 28.79% | 748.27%-719.5pp | 555.15%-526.4pp | 478.56%-449.8pp |
| Employer contribution / active EE | $2,664 | $6,914-61.5% | $6,162-56.8% | $4,837-44.9% |
| Participant deferral / active EE | $11,069 | $8,935+23.9% | $8,221+34.6% | $6,341+74.6% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |