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 | $423,110 | $112,686+275.5% | $169,993+148.9% | $80,160+427.8% |
| Participation rate | 97.5% | 87.4%+10.1pp | 87.0%+10.5pp | 72.9%+24.6pp |
| Annual return | 18.04% | 67.04%-49.0pp | 53.37%-35.3pp | 40.38%-22.3pp |
| Employer contribution / active EE | $25,166 | $4,481+461.6% | $6,785+270.9% | $2,978+745.1% |
| Participant deferral / active EE | $12,215 | $7,876+55.1% | $10,408+17.4% | $5,017+143.5% |
| Admin fee / account holder | $0 | $99-100.0% | $12,815-100.0% | $145-100.0% |