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 | $377,032 | $88,890+324.2% | $102,423+268.1% | $77,643+385.6% |
| Participation rate | 99.9% | 80.9%+19.0pp | 76.5%+23.4pp | 70.6%+29.3pp |
| Annual return | 43.23% | 24.98%+18.2pp | 29.32%+13.9pp | 31.24%+12.0pp |
| Employer contribution / active EE | $14,103 | $2,698+422.8% | $3,023+366.5% | $2,726+417.4% |
| Participant deferral / active EE | $0 | $5,145-100.0% | $5,053-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $9,451-100.0% | $430-100.0% |