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 | $81,248+219.2% | $155,509+66.8% | $80,856+220.8% |
| Participation rate | 89.9% | 66.2%+23.6pp | 78.2%+11.7pp | 67.6%+22.2pp |
| Annual return | 12.52% | 33.31%-20.8pp | 64.67%-52.1pp | 35.59%-23.1pp |
| Employer contribution / active EE | $5,788 | $3,100+86.7% | $4,672+23.9% | $2,755+110.1% |
| Participant deferral / active EE | $13,629 | $3,452+294.9% | $5,626+142.2% | $4,296+217.3% |
| Admin fee / account holder | $1 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |