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 | $302,738 | $58,320+419.1% | $86,436+250.2% | $66,914+352.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -5.16% | -9.71%+4.5pp | 4394.89%-4400.1pp | 1.58%-6.7pp |
| Employer contribution / active EE | $22,055 | $2,615+743.3% | $3,769+485.2% | $2,544+766.9% |
| Participant deferral / active EE | $0 | $6,899-100.0% | $6,952-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,731-100.0% | $593-100.0% |