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 | $473,599 | $82,664+472.9% | $125,339+277.9% | $68,494+591.4% |
| Participation rate | 98.8% | 75.0%+23.7pp | 82.4%+16.4pp | 67.9%+30.9pp |
| Annual return | -14.29% | -5.97%-8.3pp | 572.05%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $7,804 | $3,381+130.8% | $4,814+62.1% | $2,596+200.6% |
| Participant deferral / active EE | $13,856 | $6,110+126.8% | $7,446+86.1% | $4,027+244.1% |
| Admin fee / account holder | $0 | $6,275-100.0% | $10,010-100.0% | $5,403-100.0% |