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 | $250,598 | $66,302+278.0% | $110,238+127.3% | $56,287+345.2% |
| Participation rate | 98.0% | 74.9%+23.1pp | 79.8%+18.2pp | 69.9%+28.2pp |
| Annual return | 10.04% | -1.18%+11.2pp | 314.74%-304.7pp | -9.96%+20.0pp |
| Employer contribution / active EE | $18,036 | $2,047+781.0% | $3,826+371.4% | $2,111+754.4% |
| Participant deferral / active EE | $0 | $3,381-100.0% | $4,672-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $698-99.8% | $8,547-100.0% | $521-99.7% |