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.
See the 10-year trajectory. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $312,180 | $72,254+332.1% | $86,677+260.2% | $64,808+381.7% |
| Participation rate | 96.9% | 80.4%+16.5pp | 76.6%+20.3pp | 71.5%+25.4pp |
| Annual return | -9.57% | 392.42%-402.0pp | 35.91%-45.5pp | 32.82%-42.4pp |
| Employer contribution / active EE | $18,884 | $2,393+689.2% | $2,836+565.8% | $2,506+653.6% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |