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 | $88,360+412.9% | $145,433+211.6% | $67,986+566.6% |
| Participation rate | 99.0% | 65.5%+33.5pp | 82.1%+16.9pp | 57.2%+41.8pp |
| Annual return | 16.43% | 63.15%-46.7pp | 66.58%-50.1pp | 31.67%-15.2pp |
| Employer contribution / active EE | $16,228 | $3,054+431.4% | $4,554+256.3% | $2,019+703.9% |
| Participant deferral / active EE | $15,469 | $5,932+160.8% | $7,897+95.9% | $3,358+360.7% |
| Admin fee / account holder | $22 | $3,313-99.3% | $13,129-99.8% | $3,203-99.3% |