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 | $3,097,144 | $88,982+3380.7% | $102,438+2923.4% | $77,671+3887.5% |
| Participation rate | 99.3% | 80.9%+18.3pp | 76.5%+22.8pp | 70.6%+28.7pp |
| Annual return | 21.58% | 25.01%-3.4pp | 29.37%-7.8pp | 31.21%-9.6pp |
| Employer contribution / active EE | $71,091 | $2,698+2534.8% | $3,024+2251.2% | $2,726+2507.4% |
| Participant deferral / active EE | $0 | $5,144-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,448-100.0% | $430-100.0% |