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 | $648,753 | $102,553+532.6% | $151,611+327.9% | $66,914+869.5% |
| Participation rate | 99.3% | 85.5%+13.8pp | 87.5%+11.8pp | 69.8%+29.5pp |
| Annual return | 22.70% | -10.82%+33.5pp | 3.33%+19.4pp | 1.58%+21.1pp |
| Employer contribution / active EE | $3,040 | $4,180-27.3% | $6,166-50.7% | $2,544+19.5% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,616-100.0% | $593-100.0% |