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 | $291,180 | $64,119+354.1% | $112,228+159.5% | $66,914+335.2% |
| Participation rate | 96.5% | 68.5%+28.0pp | 75.1%+21.4pp | 69.8%+26.7pp |
| Annual return | 2.82% | -13.81%+16.6pp | 27.45%-24.6pp | 1.58%+1.2pp |
| Employer contribution / active EE | $4,732 | $3,005+57.4% | $3,635+30.2% | $2,544+86.0% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $4 | $625-99.3% | $6,410-99.9% | $593-99.3% |