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 7-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 | $291,221 | $71,516+307.2% | $98,439+195.8% | $71,457+307.5% |
| Participation rate | 71.2% | 72.7%-1.5pp | 75.2%-4.0pp | 67.9%+3.3pp |
| Annual return | 27.28% | 32.41%-5.1pp | 21.16%+6.1pp | 28.85%-1.6pp |
| Employer contribution / active EE | $1,575 | $2,399-34.4% | $3,048-48.3% | $2,588-39.2% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,675-100.0% | $8,948-100.0% | $1,587-100.0% |