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 | $252,911 | $96,557+161.9% | $80,975+212.3% | $273,961-7.7% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.81% | 15.14%-5.3pp | 17.10%-7.3pp | 41.45%-31.6pp |
| Employer contribution / active EE | $2,617 | $4,868-46.3% | $3,714-29.6% | $4,869-46.3% |
| Participant deferral / active EE | $9,325 | $6,598+41.3% | $5,696+63.7% | $5,287+76.4% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |