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 | $256,995 | $64,119+300.8% | $112,228+129.0% | $66,914+284.1% |
| Participation rate | 94.7% | 68.5%+26.3pp | 75.1%+19.7pp | 69.8%+24.9pp |
| Annual return | 16.53% | -13.81%+30.3pp | 27.45%-10.9pp | 1.58%+14.9pp |
| Employer contribution / active EE | $11,817 | $3,005+293.2% | $3,635+225.1% | $2,544+364.5% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $3 | $625-99.6% | $6,410-100.0% | $593-99.6% |