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 9-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 | $1,112,622 | $98,727+1027.0% | $113,168+883.2% | $85,563+1200.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 76.6%+23.4pp | 66.0%+34.0pp |
| Annual return | 18.84% | 17.43%+1.4pp | 24.27%-5.4pp | 31.51%-12.7pp |
| Employer contribution / active EE | $10,743 | $2,907+269.6% | $2,975+261.1% | $2,654+304.8% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $1 | $357-99.6% | $12,068-100.0% | $834-99.8% |