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 | $289,537 | $77,660+272.8% | $109,143+165.3% | $79,386+264.7% |
| Participation rate | 95.8% | 67.8%+28.0pp | 75.9%+20.0pp | 70.7%+25.1pp |
| Annual return | 39.79% | 23.44%+16.4pp | 25.75%+14.0pp | 116.85%-77.1pp |
| Employer contribution / active EE | $12,396 | $2,797+343.1% | $3,722+233.1% | $2,427+410.7% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $2 | $732-99.7% | $6,752-100.0% | $626-99.6% |