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 | $492,895 | $140,190+251.6% | $115,756+325.8% | $77,904+532.7% |
| Participation rate | 98.4% | 81.0%+17.4pp | 77.1%+21.3pp | 73.7%+24.7pp |
| Annual return | -13.78% | -13.46%-0.3pp | 143.14%-156.9pp | 12.21%-26.0pp |
| Employer contribution / active EE | $5,069 | $3,169+60.0% | $3,793+33.6% | $2,848+78.0% |
| Participant deferral / active EE | $16,793 | $5,401+210.9% | $6,254+168.5% | $4,806+249.4% |
| Admin fee / account holder | $0 | $138-100.0% | $8,124-100.0% | $133-100.0% |