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 | $2,073,268 | $138,385+1398.2% | $184,200+1025.6% | $80,874+2463.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 23.50% | 20.02%+3.5pp | 28.80%-5.3pp | 35.62%-12.1pp |
| Employer contribution / active EE | $51,861 | $4,849+969.4% | $6,424+707.3% | $2,756+1782.0% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $0 | $10,483-100.0% | $13,907-100.0% | $6,935-100.0% |