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 | $427,664 | $86,944+391.9% | $107,525+297.7% | $74,304+475.6% |
| Participation rate | 96.9% | 59.6%+37.4pp | 75.1%+21.9pp | 60.3%+36.6pp |
| Annual return | 23.26% | 23.52%-0.3pp | 181.32%-158.1pp | 29.43%-6.2pp |
| Employer contribution / active EE | $24,101 | $2,757+774.3% | $3,754+542.1% | $2,241+975.4% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |