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 | $425,058 | $82,978+412.3% | $129,995+227.0% | $71,457+494.8% |
| Participation rate | 98.2% | 74.1%+24.2pp | 78.5%+19.8pp | 67.9%+30.3pp |
| Annual return | 17.93% | 20.60%-2.7pp | -137.18%+155.1pp | 28.85%-10.9pp |
| Employer contribution / active EE | $26,772 | $2,622+921.2% | $4,320+519.8% | $2,588+934.6% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,729-100.0% | $10,614-100.0% | $1,587-100.0% |