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 | $1,060,200 | $100,041+959.8% | $149,718+608.1% | $70,131+1411.7% |
| Participation rate | 98.9% | 83.6%+15.3pp | 87.1%+11.8pp | 69.5%+29.4pp |
| Annual return | 17.26% | 27.43%-10.2pp | 1501.63%-1484.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $31,774 | $3,662+767.8% | $5,445+483.6% | $2,342+1256.5% |
| Participant deferral / active EE | $17,008 | $4,983+241.3% | $6,569+158.9% | $3,332+410.5% |
| Admin fee / account holder | $20 | $8,286-99.8% | $11,283-99.8% | $4,645-99.6% |