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 | $252,361 | $55,449+355.1% | $83,848+201.0% | $56,287+348.4% |
| Participation rate | 94.9% | 68.0%+26.8pp | 76.1%+18.7pp | 69.9%+25.0pp |
| Annual return | -7.18% | -1.38%-5.8pp | 850.88%-858.1pp | -9.96%+2.8pp |
| Employer contribution / active EE | $27,029 | $2,430+1012.1% | $3,631+644.4% | $2,111+1180.4% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |