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 | $2,808,992 | $88,982+3056.8% | $102,438+2642.1% | $77,671+3516.5% |
| Participation rate | 99.0% | 80.9%+18.1pp | 76.5%+22.5pp | 70.6%+28.4pp |
| Annual return | 29.50% | 25.01%+4.5pp | 29.37%+0.1pp | 31.21%-1.7pp |
| Employer contribution / active EE | $13,586 | $2,698+403.5% | $3,024+349.3% | $2,726+398.3% |
| Participant deferral / active EE | $0 | $5,144-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,448-100.0% | $430-100.0% |