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 | $382,413 | $61,756+519.2% | $70,092+445.6% | $77,904+390.9% |
| Participation rate | 98.8% | 79.9%+18.9pp | 70.5%+28.3pp | 73.7%+25.1pp |
| Annual return | -9.28% | -11.86%+2.6pp | 190.73%-200.0pp | 12.21%-21.5pp |
| Employer contribution / active EE | $16,931 | $2,706+525.6% | $2,559+561.7% | $2,848+494.6% |
| Participant deferral / active EE | $11,349 | $3,977+185.3% | $3,849+194.9% | $4,806+136.1% |
| Admin fee / account holder | $0 | $101-100.0% | $6,267-100.0% | $133-100.0% |