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 | $591,671 | $164,864+258.9% | $453,369+30.5% | $93,030+536.0% |
| Participation rate | 96.7% | 84.2%+12.5pp | 78.0%+18.7pp | 73.9%+22.8pp |
| Annual return | 13.85% | 17.89%-4.0pp | 64.40%-50.5pp | 158.70%-144.9pp |
| Employer contribution / active EE | $4,971 | $3,519+41.3% | $4,070+22.1% | $2,706+83.7% |
| Participant deferral / active EE | $16,126 | $5,690+183.4% | $6,209+159.7% | $4,562+253.5% |
| Admin fee / account holder | $0 | $104-100.0% | $11,209-100.0% | $152-100.0% |