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 5-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 | $272,271 | $62,324+336.9% | $68,509+297.4% | $55,191+393.3% |
| Participation rate | 99.7% | 78.9%+20.9pp | 74.7%+25.0pp | 69.2%+30.6pp |
| Annual return | 12.20% | 4.26%+7.9pp | 8.27%+3.9pp | 10.78%+1.4pp |
| Employer contribution / active EE | $6,117 | $2,223+175.2% | $2,278+168.5% | $1,899+222.2% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $3,382-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $91-100.0% | $5,275-100.0% | $91-100.0% |