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 | $258,006 | $84,936+203.8% | $111,297+131.8% | $79,386+225.0% |
| Participation rate | 80.6% | 75.9%+4.7pp | 77.3%+3.2pp | 70.7%+9.9pp |
| Annual return | 120.55% | 17.45%+103.1pp | 54.65%+65.9pp | 116.85%+3.7pp |
| Employer contribution / active EE | $9,237 | $1,979+366.7% | $2,731+238.2% | $2,427+280.5% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $7,964-100.0% | $626-100.0% |