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 | $763,931 | $70,756+979.7% | $65,493+1066.4% | $142,382+436.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 22.95% | 1754.89%-1731.9pp | 982.45%-959.5pp | 217.08%-194.1pp |
| Employer contribution / active EE | $46,500 | $2,881+1514.3% | $2,574+1706.4% | $4,299+981.6% |
| Participant deferral / active EE | $27,250 | $4,637+487.6% | $3,961+587.9% | $6,507+318.8% |
| Admin fee / account holder | $32 | $6,559-99.5% | $5,028-99.4% | $12,624-99.8% |