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 3-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 | $581,216 | $70,002+730.3% | $115,037+405.2% | $52,331+1010.7% |
| Participation rate | 97.8% | 72.1%+25.7pp | 81.4%+16.5pp | 68.1%+29.7pp |
| Annual return | 23.60% | 4.04%+19.6pp | 26.14%-2.5pp | 4.54%+19.1pp |
| Employer contribution / active EE | $8,643 | $2,715+218.3% | $4,608+87.6% | $1,882+359.3% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |