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 | $453,203 | $100,923+349.1% | $150,045+202.0% | $74,304+509.9% |
| Participation rate | 99.0% | 70.1%+28.9pp | 82.3%+16.7pp | 60.3%+38.7pp |
| Annual return | 16.43% | 51.77%-35.3pp | 62.55%-46.1pp | 29.43%-13.0pp |
| Employer contribution / active EE | $16,228 | $3,463+368.6% | $4,693+245.8% | $2,241+624.1% |
| Participant deferral / active EE | $15,469 | $6,709+130.6% | $7,997+93.4% | $3,767+310.6% |
| Admin fee / account holder | $22 | $2,767-99.2% | $13,435-99.8% | $2,969-99.3% |