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 | $334,169 | $80,724+314.0% | $103,333+223.4% | $74,495+348.6% |
| Participation rate | 98.5% | 65.7%+32.8pp | 74.5%+24.0pp | 67.2%+31.3pp |
| Annual return | 19.34% | 27.56%-8.2pp | 24.88%-5.5pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $23,085 | $3,157+631.2% | $3,868+496.9% | $2,623+780.1% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $16 | $2,368-99.3% | $8,355-99.8% | $1,942-99.2% |