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 | $388,841 | $122,239+218.1% | $184,203+111.1% | $74,495+422.0% |
| Participation rate | 96.2% | 85.5%+10.7pp | 86.8%+9.4pp | 67.2%+29.0pp |
| Annual return | 19.91% | 19.95%0pp | 28.81%-8.9pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $19,041 | $4,537+319.7% | $6,427+196.3% | $2,623+625.9% |
| Participant deferral / active EE | $18,224 | $7,139+155.3% | $9,131+99.6% | $4,346+319.3% |
| Admin fee / account holder | $9 | $1,260-99.2% | $13,901-99.9% | $1,942-99.5% |