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 | $1,031,075 | $108,912+846.7% | $100,383+927.1% | $145,959+606.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 56.60% | 57.96%-1.4pp | 49.26%+7.3pp | 561.95%-505.3pp |
| Employer contribution / active EE | $12,500 | $4,423+182.6% | $3,944+217.0% | $4,661+168.2% |
| Participant deferral / active EE | $30,500 | $8,451+260.9% | $8,086+277.2% | $6,689+356.0% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |