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 | $329,469 | $81,474+304.4% | $133,956+146.0% | $73,488+348.3% |
| Participation rate | 99.4% | 76.4%+23.0pp | 79.8%+19.5pp | 70.7%+28.7pp |
| Annual return | 17.66% | 19.40%-1.7pp | 45.09%-27.4pp | 28.51%-10.9pp |
| Employer contribution / active EE | $19,497 | $2,209+782.5% | $3,919+397.6% | $2,270+758.9% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4 | $713-99.4% | $8,927-100.0% | $513-99.2% |