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 | $315,574 | $59,101+434.0% | $77,163+309.0% | $75,163+319.9% |
| Participation rate | 98.8% | 63.9%+34.9pp | 69.6%+29.2pp | 67.2%+31.6pp |
| Annual return | 58.53% | 26.71%+31.8pp | 37.87%+20.7pp | 160.62%-102.1pp |
| Employer contribution / active EE | $92,277 | $1,995+4525.0% | $2,535+3540.3% | $2,670+3356.3% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,125-100.0% |
| Admin fee / account holder | $0 | $4,774-100.0% | $5,472-100.0% | $5,651-100.0% |