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 | $272,017 | $84,784+220.8% | $98,439+176.3% | $74,419+265.5% |
| Participation rate | 98.9% | 81.5%+17.4pp | 75.2%+23.7pp | 70.7%+28.2pp |
| Annual return | 15.66% | 20.59%-4.9pp | 21.16%-5.5pp | 34.38%-18.7pp |
| Employer contribution / active EE | $12,700 | $3,364+277.5% | $3,048+316.7% | $2,637+381.6% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $204-100.0% | $8,948-100.0% | $348-100.0% |