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 7-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 | $262,087 | $65,435+300.5% | $86,677+202.4% | $66,914+291.7% |
| Participation rate | 98.9% | 75.5%+23.4pp | 76.6%+22.3pp | 69.8%+29.1pp |
| Annual return | 1.70% | -10.89%+12.6pp | 35.91%-34.2pp | 1.58%+0.1pp |
| Employer contribution / active EE | $2,191 | $2,153+1.8% | $2,836-22.8% | $2,544-13.9% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |