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 | $382,325 | $54,193+605.5% | $93,606+308.4% | $77,643+392.4% |
| Participation rate | 98.0% | 63.9%+34.1pp | 68.7%+29.3pp | 70.6%+27.4pp |
| Annual return | 18.25% | 30.54%-12.3pp | 133.20%-114.9pp | 31.24%-13.0pp |
| Employer contribution / active EE | $19,318 | $1,168+1554.0% | $2,420+698.3% | $2,726+608.7% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,285-100.0% | $430-100.0% |