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 | $1,211,458 | $84,487+1333.9% | $125,339+866.5% | $66,914+1710.5% |
| Participation rate | 94.6% | 76.4%+18.2pp | 82.4%+12.2pp | 69.8%+24.8pp |
| Annual return | -15.36% | -8.39%-7.0pp | 572.05%-587.4pp | 1.58%-16.9pp |
| Employer contribution / active EE | $36,211 | $3,553+919.2% | $4,814+652.3% | $2,544+1323.3% |
| Participant deferral / active EE | $22,900 | $6,781+237.7% | $7,446+207.5% | $4,237+440.5% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |