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 7-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 | $603,980 | $82,202+634.7% | $125,339+381.9% | $64,808+832.0% |
| Participation rate | 99.4% | 77.9%+21.5pp | 82.4%+17.0pp | 71.5%+27.9pp |
| Annual return | 2.63% | 3.48%-0.8pp | 572.05%-569.4pp | 32.82%-30.2pp |
| Employer contribution / active EE | $12,572 | $3,615+247.7% | $4,814+161.2% | $2,506+401.7% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $9 | $163-94.8% | $10,010-99.9% | $188-95.5% |