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 | $1,355,922 | $91,407+1383.4% | $135,903+897.7% | $71,457+1797.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 27.51% | 29.90%-2.4pp | 68.23%-40.7pp | 28.85%-1.3pp |
| Employer contribution / active EE | $39,545 | $3,703+967.8% | $4,856+714.3% | $2,588+1428.3% |
| Participant deferral / active EE | $24,659 | $7,092+247.7% | $7,758+217.9% | $4,289+475.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |