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 | $868,904 | $91,407+850.6% | $135,903+539.4% | $71,457+1116.0% |
| Participation rate | 86.7% | 75.7%+11.1pp | 81.9%+4.8pp | 67.9%+18.8pp |
| Annual return | 18.47% | 29.90%-11.4pp | 68.23%-49.8pp | 28.85%-10.4pp |
| Employer contribution / active EE | $14,437 | $3,703+289.8% | $4,856+197.3% | $2,588+457.9% |
| Participant deferral / active EE | $14,134 | $7,092+99.3% | $7,758+82.2% | $4,289+229.6% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |