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 | $871,217 | $82,202+959.8% | $125,339+595.1% | $64,808+1244.3% |
| Participation rate | 83.2% | 77.9%+5.3pp | 82.4%+0.8pp | 71.5%+11.7pp |
| Annual return | -14.74% | 3.48%-18.2pp | 572.05%-586.8pp | 32.82%-47.6pp |
| Employer contribution / active EE | $20,339 | $3,615+462.6% | $4,814+322.5% | $2,506+711.7% |
| Participant deferral / active EE | $14,578 | $7,175+103.2% | $7,446+95.8% | $4,310+238.2% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |