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 | $988,542 | $95,274+937.6% | $135,903+627.4% | $74,419+1228.4% |
| Participation rate | 85.2% | 78.2%+7.1pp | 81.9%+3.3pp | 70.7%+14.5pp |
| Annual return | 17.56% | 32.77%-15.2pp | 68.23%-50.7pp | 34.38%-16.8pp |
| Employer contribution / active EE | $26,074 | $3,874+573.0% | $4,856+436.9% | $2,637+888.6% |
| Participant deferral / active EE | $20,576 | $7,782+164.4% | $7,758+165.2% | $4,528+354.4% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |