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 | $782,032 | $84,487+825.6% | $125,339+523.9% | $66,914+1068.7% |
| Participation rate | 87.5% | 76.4%+11.1pp | 82.4%+5.1pp | 69.8%+17.7pp |
| Annual return | -13.73% | -8.39%-5.3pp | 572.05%-585.8pp | 1.58%-15.3pp |
| Employer contribution / active EE | $12,512 | $3,553+252.2% | $4,814+159.9% | $2,544+391.8% |
| Participant deferral / active EE | $13,479 | $6,781+98.8% | $7,446+81.0% | $4,237+218.1% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |