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 | $253,240 | $57,435+340.9% | $105,218+140.7% | $55,191+358.8% |
| Participation rate | 100.0% | 71.3%+28.7pp | 77.2%+22.8pp | 69.2%+30.8pp |
| Annual return | -0.18% | 2.97%-3.1pp | 5.33%-5.5pp | 10.78%-11.0pp |
| Employer contribution / active EE | $13,896 | $1,920+623.9% | $3,255+326.9% | $1,899+631.8% |
| Participant deferral / active EE | $6,372 | $3,495+82.3% | $4,867+30.9% | $3,046+109.2% |
| Admin fee / account holder | $4 | $70-94.9% | $6,992-99.9% | $91-96.1% |