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 | $1,098,682 | $37,393+2838.2% | $77,024+1326.4% | $66,914+1541.9% |
| Participation rate | 98.7% | 52.9%+45.9pp | 67.9%+30.8pp | 69.8%+28.9pp |
| Annual return | 1.71% | -3.29%+5.0pp | 42.32%-40.6pp | 1.58%+0.1pp |
| Employer contribution / active EE | $4,049 | $1,531+164.5% | $2,812+44.0% | $2,544+59.1% |
| Participant deferral / active EE | $0 | $2,617-100.0% | $4,426-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $567-100.0% | $5,425-100.0% | $593-100.0% |