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 | $513,266 | $64,909+690.7% | $82,313+523.6% | $62,292+724.0% |
| Participation rate | 98.0% | 74.9%+23.1pp | 76.9%+21.1pp | 69.5%+28.5pp |
| Annual return | 51.10% | 21.18%+29.9pp | 25.88%+25.2pp | 28.90%+22.2pp |
| Employer contribution / active EE | $22,749 | $1,676+1257.4% | $2,428+836.8% | $2,042+1013.9% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $34 | $440-92.2% | $5,608-99.4% | $479-92.8% |