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 | $550,552 | $136,853+302.3% | $130,231+322.7% | $80,160+586.8% |
| Participation rate | 97.6% | 81.6%+16.0pp | 76.3%+21.4pp | 72.9%+24.7pp |
| Annual return | 15.86% | 22.66%-6.8pp | 38.77%-22.9pp | 40.38%-24.5pp |
| Employer contribution / active EE | $5,156 | $3,395+51.9% | $4,126+25.0% | $2,978+73.1% |
| Participant deferral / active EE | $17,050 | $5,856+191.2% | $6,799+150.8% | $5,017+239.8% |
| Admin fee / account holder | $0 | $184-100.0% | $6,020-100.0% | $145-100.0% |