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 3-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 | $736,156 | $82,917+787.8% | $103,333+612.4% | $77,643+848.1% |
| Participation rate | 98.4% | 71.6%+26.9pp | 74.5%+23.9pp | 70.6%+27.9pp |
| Annual return | 40.08% | 19.13%+21.0pp | 24.88%+15.2pp | 31.24%+8.8pp |
| Employer contribution / active EE | $13,651 | $3,552+284.4% | $3,868+252.9% | $2,726+400.8% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |