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 | $584,799 | $48,576+1103.9% | $169,463+245.1% | $56,287+939.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 77.8%+22.2pp | 69.9%+30.1pp |
| Annual return | 9.24% | -2.51%+11.8pp | 1.83%+7.4pp | -9.96%+19.2pp |
| Employer contribution / active EE | $24,352 | $1,559+1462.0% | $4,159+485.5% | $2,111+1053.6% |
| Participant deferral / active EE | $0 | $3,275-100.0% | $5,277-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $9,109-100.0% | $521-100.0% |