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 | $338,202 | $80,724+319.0% | $103,333+227.3% | $74,495+354.0% |
| Participation rate | 97.0% | 65.7%+31.3pp | 74.5%+22.5pp | 67.2%+29.8pp |
| Annual return | 29.48% | 27.56%+1.9pp | 24.88%+4.6pp | 1364.94%-1335.5pp |
| Employer contribution / active EE | $22,440 | $3,157+610.7% | $3,868+480.2% | $2,623+755.5% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |