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 | $485,797 | $86,944+458.7% | $107,525+351.8% | $74,304+553.8% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 30.42% | 23.52%+6.9pp | 181.32%-150.9pp | 29.43%+1.0pp |
| Employer contribution / active EE | $24,769 | $2,757+798.5% | $3,754+559.9% | $2,241+1005.2% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $6 | $3,727-99.8% | $8,919-99.9% | $2,969-99.8% |