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 | $361,012 | $65,557+450.7% | $105,738+241.4% | $56,287+541.4% |
| Participation rate | 93.1% | 63.4%+29.7pp | 76.3%+16.8pp | 69.9%+23.2pp |
| Annual return | 7.26% | -1.32%+8.6pp | 6.27%+1.0pp | -9.96%+17.2pp |
| Employer contribution / active EE | $18,658 | $1,788+943.4% | $3,268+470.9% | $2,111+783.9% |
| Participant deferral / active EE | $0 | $2,418-100.0% | $4,080-100.0% | $3,350-100.0% |
| Admin fee / account holder | $5 | $561-99.1% | $6,913-99.9% | $521-99.0% |