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 | $277,128 | $102,204+171.2% | $145,661+90.3% | $85,563+223.9% |
| Participation rate | 90.1% | 70.6%+19.6pp | 77.2%+12.9pp | 66.0%+24.2pp |
| Annual return | 16.73% | 16.68%+0.1pp | 101.46%-84.7pp | 31.51%-14.8pp |
| Employer contribution / active EE | $11,053 | $3,600+207.0% | $4,238+160.8% | $2,654+316.5% |
| Participant deferral / active EE | $0 | $5,729-100.0% | $7,198-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $647-100.0% | $12,466-100.0% | $834-100.0% |