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 | $419,426 | $154,228+172.0% | $145,433+188.4% | $137,256+205.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.11% | 74.59%-48.5pp | 66.58%-40.5pp | 220.34%-194.2pp |
| Employer contribution / active EE | $15,000 | $4,804+212.2% | $4,554+229.3% | $4,156+260.9% |
| Participant deferral / active EE | $25,303 | $8,216+208.0% | $7,897+220.4% | $6,407+294.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |