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 | $259,360 | $81,233+219.3% | $155,567+66.7% | $80,874+220.7% |
| Participation rate | 89.9% | 66.2%+23.6pp | 78.2%+11.7pp | 67.6%+22.2pp |
| Annual return | 12.52% | 33.33%-20.8pp | 64.74%-52.2pp | 35.62%-23.1pp |
| Employer contribution / active EE | $5,788 | $3,101+86.7% | $4,674+23.8% | $2,756+110.0% |
| Participant deferral / active EE | $13,629 | $3,452+294.8% | $5,628+142.2% | $4,297+217.2% |
| Admin fee / account holder | $1 | $7,998-100.0% | $15,916-100.0% | $6,935-100.0% |