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 | $308,547 | $76,670+302.4% | $96,683+219.1% | $71,457+331.8% |
| Participation rate | 98.3% | 66.6%+31.8pp | 74.3%+24.0pp | 67.9%+30.4pp |
| Annual return | 26.71% | 48.29%-21.6pp | 35.69%-9.0pp | 28.85%-2.1pp |
| Employer contribution / active EE | $36,014 | $3,031+1088.0% | $3,737+863.8% | $2,588+1291.8% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $19 | $2,028-99.1% | $6,730-99.7% | $1,587-98.8% |