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 | $461,267 | $88,083+423.7% | $164,813+179.9% | $74,495+519.2% |
| Participation rate | 86.7% | 73.0%+13.7pp | 78.6%+8.1pp | 67.2%+19.5pp |
| Annual return | 12.16% | 17.26%-5.1pp | 69.93%-57.8pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $1,596 | $2,593-38.5% | $4,341-63.2% | $2,623-39.2% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,690-100.0% | $1,942-100.0% |