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 | $268,090 | $72,607+269.2% | $90,749+195.4% | $66,914+300.6% |
| Participation rate | 98.5% | 73.7%+24.9pp | 75.7%+22.8pp | 69.8%+28.7pp |
| Annual return | 41.56% | -12.28%+53.8pp | -12.16%+53.7pp | 1.58%+40.0pp |
| Employer contribution / active EE | $17,850 | $2,369+653.6% | $2,921+511.1% | $2,544+601.6% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-100.0% |