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 | $2,707,994 | $65,118+4058.6% | $76,768+3427.5% | $55,725+4759.6% |
| Participation rate | 99.6% | 79.6%+20.0pp | 77.0%+22.7pp | 70.9%+28.8pp |
| Annual return | 25.13% | -1.27%+26.4pp | 2.43%+22.7pp | 244.93%-219.8pp |
| Employer contribution / active EE | $22,360 | $1,941+1052.0% | $2,485+799.7% | $2,078+976.0% |
| Participant deferral / active EE | $0 | $3,688-100.0% | $3,852-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $6,675-100.0% | $115-100.0% |