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 | $278,921 | $91,407+205.1% | $135,903+105.2% | $71,457+290.3% |
| Participation rate | 88.6% | 75.7%+13.0pp | 81.9%+6.7pp | 67.9%+20.7pp |
| Annual return | 16.57% | 29.90%-13.3pp | 68.23%-51.7pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,739 | $3,703-53.1% | $4,856-64.2% | $2,588-32.8% |
| Participant deferral / active EE | $8,991 | $7,092+26.8% | $7,758+15.9% | $4,289+109.6% |
| Admin fee / account holder | $72 | $1,266-94.3% | $10,762-99.3% | $1,587-95.5% |