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 | $288,033 | $91,407+215.1% | $135,903+111.9% | $71,457+303.1% |
| Participation rate | 99.2% | 75.7%+23.5pp | 81.9%+17.3pp | 67.9%+31.2pp |
| Annual return | 42.12% | 29.90%+12.2pp | 68.23%-26.1pp | 28.85%+13.3pp |
| Employer contribution / active EE | $7,316 | $3,703+97.5% | $4,856+50.7% | $2,588+182.7% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |