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 | $88,087+423.6% | $164,866+179.8% | $74,546+518.8% |
| Participation rate | 86.7% | 73.1%+13.6pp | 78.6%+8.1pp | 67.2%+19.5pp |
| Annual return | 12.16% | 17.27%-5.1pp | 69.97%-57.8pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $1,596 | $2,595-38.5% | $4,343-63.3% | $2,624-39.2% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,232-100.0% | $12,689-100.0% | $1,944-100.0% |