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 | $545,556 | $148,534+267.3% | $135,903+301.4% | $139,434+291.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 114.20% | 79.19%+35.0pp | 68.23%+46.0pp | 372.94%-258.7pp |
| Employer contribution / active EE | $16,377 | $5,243+212.4% | $4,856+237.2% | $4,751+244.7% |
| Participant deferral / active EE | $12,750 | $8,100+57.4% | $7,758+64.4% | $6,710+90.0% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |