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 | $518,266 | $122,239+324.0% | $184,200+181.4% | $74,546+595.2% |
| Participation rate | 96.4% | 85.5%+10.9pp | 86.8%+9.6pp | 67.2%+29.2pp |
| Annual return | 14.52% | 19.95%-5.4pp | 28.80%-14.3pp | 1366.03%-1351.5pp |
| Employer contribution / active EE | $22,979 | $4,537+406.4% | $6,424+257.7% | $2,624+775.6% |
| Participant deferral / active EE | $10,999 | $7,139+54.1% | $9,132+20.4% | $4,347+153.0% |
| Admin fee / account holder | $0 | $1,260-100.0% | $13,907-100.0% | $1,944-100.0% |