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 | $510,271 | $131,639+287.6% | $112,040+355.4% | $103,975+390.8% |
| Participation rate | 100.0% | 88.3%+11.7pp | 76.5%+23.5pp | 72.5%+27.5pp |
| Annual return | 16.94% | 14.57%+2.4pp | 24.52%-7.6pp | 19.41%-2.5pp |
| Employer contribution / active EE | $4,248 | $3,865+9.9% | $2,954+43.8% | $3,722+14.1% |
| Participant deferral / active EE | $0 | $6,986-100.0% | $5,098-100.0% | $5,343-100.0% |
| Admin fee / account holder | $0 | $134-99.9% | $12,098-100.0% | $332-100.0% |