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 | $1,275,981 | $82,978+1437.7% | $129,995+881.6% | $71,457+1685.7% |
| Participation rate | 96.2% | 74.1%+22.1pp | 78.5%+17.7pp | 67.9%+28.3pp |
| Annual return | 38.18% | 20.60%+17.6pp | -137.18%+175.4pp | 28.85%+9.3pp |
| Employer contribution / active EE | $954 | $2,622-63.6% | $4,320-77.9% | $2,588-63.1% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,729-100.0% | $10,614-100.0% | $1,587-100.0% |