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 | $687,184 | $185,822+269.8% | $169,993+304.2% | $139,434+392.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 27.83% | 60.50%-32.7pp | 53.37%-25.5pp | 372.94%-345.1pp |
| Employer contribution / active EE | $5,371 | $7,590-29.2% | $6,785-20.8% | $4,751+13.0% |
| Participant deferral / active EE | $20,371 | $11,622+75.3% | $10,408+95.7% | $6,710+203.6% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,815-100.0% | $11,403-100.0% |