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 | $287,559 | $130,194+120.9% | $169,993+69.2% | $71,457+302.4% |
| Participation rate | 95.4% | 86.1%+9.2pp | 87.0%+8.4pp | 67.9%+27.4pp |
| Annual return | 16.36% | 20.37%-4.0pp | 53.37%-37.0pp | 28.85%-12.5pp |
| Employer contribution / active EE | $3,073 | $4,381-29.9% | $6,785-54.7% | $2,588+18.8% |
| Participant deferral / active EE | $10,477 | $6,923+51.3% | $10,408+0.7% | $4,289+144.3% |
| Admin fee / account holder | $0 | $966-100.0% | $12,815-100.0% | $1,587-100.0% |