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 | $565,192 | $57,651+880.4% | $112,229+403.6% | $71,457+691.0% |
| Participation rate | 97.8% | 58.9%+38.9pp | 72.4%+25.4pp | 67.9%+29.9pp |
| Annual return | 14.76% | 18.32%-3.6pp | 30.20%-15.4pp | 28.85%-14.1pp |
| Employer contribution / active EE | $21,828 | $1,913+1040.7% | $3,430+536.3% | $2,588+743.5% |
| Participant deferral / active EE | $0 | $2,863-100.0% | $4,798-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,581-100.0% | $7,748-100.0% | $1,587-100.0% |