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 | $262,200 | $122,186+114.6% | $146,958+78.4% | $199,593+31.4% |
| Participation rate | 74.1% | 78.3%-4.1pp | 82.2%-8.0pp | 72.0%+2.2pp |
| Annual return | 17.78% | 30.56%-12.8pp | 418.34%-400.6pp | 34.25%-16.5pp |
| Employer contribution / active EE | $6,716 | $4,093+64.1% | $4,933+36.2% | $3,034+121.4% |
| Participant deferral / active EE | $13,951 | $8,502+64.1% | $8,070+72.9% | $5,087+174.3% |
| Admin fee / account holder | $0 | $179-100.0% | $12,998-100.0% | $269-100.0% |