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 | $357,427 | $53,165+572.3% | $86,188+314.7% | $74,419+380.3% |
| Participation rate | 97.8% | 64.9%+32.9pp | 69.0%+28.8pp | 70.7%+27.1pp |
| Annual return | 33.33% | 22.64%+10.7pp | 1168.45%-1135.1pp | 34.38%-1.1pp |
| Employer contribution / active EE | $20,411 | $1,210+1587.0% | $2,380+757.6% | $2,637+673.9% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,985-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $6,852-100.0% | $348-100.0% |