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 | $353,595 | $86,655+308.0% | $119,609+195.6% | $66,914+428.4% |
| Participation rate | 99.4% | 75.6%+23.8pp | 79.3%+20.1pp | 69.8%+29.6pp |
| Annual return | -2.81% | -8.00%+5.2pp | -14.97%+12.2pp | 1.58%-4.4pp |
| Employer contribution / active EE | $21,739 | $2,536+757.2% | $4,232+413.7% | $2,544+754.4% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,323-100.0% | $593-100.0% |