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 | $332,872 | $52,122+538.6% | $104,294+219.2% | $64,808+413.6% |
| Participation rate | 99.9% | 56.0%+43.8pp | 73.3%+26.6pp | 71.5%+28.4pp |
| Annual return | 8.72% | 13.26%-4.5pp | 24.61%-15.9pp | 32.82%-24.1pp |
| Employer contribution / active EE | $6,255 | $1,627+284.5% | $3,372+85.5% | $2,506+149.6% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $4,625-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $155-100.0% | $7,339-100.0% | $188-100.0% |