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 | $303,444 | $88,890+241.4% | $102,423+196.3% | $77,643+290.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 15.52% | 24.98%-9.5pp | 29.32%-13.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $6,089 | $2,698+125.7% | $3,023+101.4% | $2,726+123.4% |
| Participant deferral / active EE | $8,040 | $5,145+56.2% | $5,053+59.1% | $4,647+73.0% |
| Admin fee / account holder | $11 | $235-95.3% | $9,451-99.9% | $430-97.4% |