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 | $312,189 | $82,202+279.8% | $125,339+149.1% | $64,808+381.7% |
| Participation rate | 96.3% | 77.9%+18.5pp | 82.4%+14.0pp | 71.5%+24.9pp |
| Annual return | 9.15% | 3.48%+5.7pp | 572.05%-562.9pp | 32.82%-23.7pp |
| Employer contribution / active EE | $3,932 | $3,615+8.8% | $4,814-18.3% | $2,506+56.9% |
| Participant deferral / active EE | $10,663 | $7,175+48.6% | $7,446+43.2% | $4,310+147.4% |
| Admin fee / account holder | $18 | $163-88.7% | $10,010-99.8% | $188-90.1% |