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 | $1,028,525 | $86,655+1086.9% | $119,609+759.9% | $66,914+1437.1% |
| Participation rate | 95.9% | 75.6%+20.3pp | 79.3%+16.6pp | 69.8%+26.1pp |
| Annual return | 14.32% | -8.00%+22.3pp | -14.97%+29.3pp | 1.58%+12.7pp |
| Employer contribution / active EE | $1,330 | $2,536-47.5% | $4,232-68.6% | $2,544-47.7% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,323-100.0% | $593-100.0% |