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 | $525,488 | $62,603+739.4% | $104,294+403.9% | $66,914+685.3% |
| Participation rate | 99.4% | 59.6%+39.8pp | 73.3%+26.1pp | 69.8%+29.6pp |
| Annual return | 13.56% | -14.70%+28.3pp | 24.61%-11.0pp | 1.58%+12.0pp |
| Employer contribution / active EE | $21,836 | $1,972+1007.5% | $3,372+547.6% | $2,544+758.3% |
| Participant deferral / active EE | $0 | $2,853-100.0% | $4,625-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $7,339-100.0% | $593-100.0% |