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 | $373,678 | $82,202+354.6% | $125,339+198.1% | $64,808+476.6% |
| Participation rate | 97.4% | 77.9%+19.6pp | 82.4%+15.1pp | 71.5%+26.0pp |
| Annual return | -15.33% | 3.48%-18.8pp | 572.05%-587.4pp | 32.82%-48.1pp |
| Employer contribution / active EE | $8,240 | $3,615+127.9% | $4,814+71.2% | $2,506+228.8% |
| Participant deferral / active EE | $13,643 | $7,175+90.1% | $7,446+83.2% | $4,310+216.5% |
| Admin fee / account holder | $144 | $163-12.1% | $10,010-98.6% | $188-23.6% |