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 | $499,280 | $169,161+195.2% | $129,295+286.2% | $145,959+242.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 38.32% | 14348.07%-14309.7pp | 9429.28%-9391.0pp | 561.95%-523.6pp |
| Employer contribution / active EE | $46,000 | $5,543+729.9% | $4,157+1006.6% | $4,661+887.0% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $73 | $9,878-99.3% | $7,665-99.0% | $13,398-99.5% |