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 | $272,365 | $76,670+255.2% | $96,683+181.7% | $71,457+281.2% |
| Participation rate | 95.5% | 66.6%+28.9pp | 74.3%+21.1pp | 67.9%+27.5pp |
| Annual return | 29.80% | 48.29%-18.5pp | 35.69%-5.9pp | 28.85%+1.0pp |
| Employer contribution / active EE | $15,152 | $3,031+399.8% | $3,737+305.5% | $2,588+485.5% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $2 | $2,028-99.9% | $6,730-100.0% | $1,587-99.9% |