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 | $287,042 | $209,336+37.1% | $197,124+45.6% | $137,256+109.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 56.30% | 48.09%+8.2pp | 44.34%+12.0pp | 220.34%-164.0pp |
| Employer contribution / active EE | $9,928 | $6,591+50.6% | $6,227+59.4% | $4,156+138.9% |
| Participant deferral / active EE | $13,324 | $9,614+38.6% | $9,135+45.9% | $6,407+108.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |