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 | $401,635 | $201,272+99.5% | $184,203+118.0% | $145,922+175.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 33.93% | 29.00%+4.9pp | 28.81%+5.1pp | 561.29%-527.4pp |
| Employer contribution / active EE | $43,500 | $7,022+519.5% | $6,427+576.8% | $4,660+833.6% |
| Participant deferral / active EE | $30,000 | $9,806+205.9% | $9,131+228.5% | $6,688+348.6% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |