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 | $104,829+164.4% | $142,942+93.9% | $79,634+248.0% |
| Participation rate | 90.1% | 66.2%+23.9pp | 76.8%+13.3pp | 62.5%+27.6pp |
| Annual return | 16.73% | 15.48%+1.3pp | 113.70%-97.0pp | 36.46%-19.7pp |
| Employer contribution / active EE | $11,053 | $3,867+185.8% | $4,139+167.0% | $2,529+337.0% |
| Participant deferral / active EE | $0 | $5,222-100.0% | $7,128-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $887-100.0% | $12,475-100.0% | $1,002-100.0% |