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 | $327,710 | $122,186+168.2% | $146,958+123.0% | $199,593+64.2% |
| Participation rate | 89.4% | 78.3%+11.1pp | 82.2%+7.2pp | 72.0%+17.4pp |
| Annual return | 20.68% | 30.56%-9.9pp | 418.34%-397.7pp | 34.25%-13.6pp |
| Employer contribution / active EE | $6,819 | $4,093+66.6% | $4,933+38.2% | $3,034+124.7% |
| Participant deferral / active EE | $12,244 | $8,502+44.0% | $8,070+51.7% | $5,087+140.7% |
| Admin fee / account holder | -$88 | $179-149.5% | $12,998-100.7% | $269-132.9% |