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 | $1,414,055 | $45,031+3040.2% | $84,966+1564.3% | $77,643+1721.2% |
| Participation rate | 97.5% | 48.7%+48.8pp | 67.5%+30.0pp | 70.6%+26.9pp |
| Annual return | 53.93% | 79.22%-25.3pp | 66.38%-12.5pp | 31.24%+22.7pp |
| Employer contribution / active EE | $34,815 | $1,609+2063.3% | $2,727+1176.6% | $2,726+1177.2% |
| Participant deferral / active EE | $0 | $2,807-100.0% | $4,519-100.0% | $4,647-100.0% |
| Admin fee / account holder | $2 | $912-99.8% | $6,149-100.0% | $430-99.6% |