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 6-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 | $542,950 | $55,125+884.9% | $109,895+394.1% | $86,799+525.5% |
| Participation rate | 99.3% | 70.1%+29.2pp | 74.2%+25.1pp | 72.3%+27.0pp |
| Annual return | 22.57% | 26.20%-3.6pp | 29.45%-6.9pp | 97.91%-75.3pp |
| Employer contribution / active EE | $720 | $1,558-53.8% | $2,842-74.7% | $2,405-70.1% |
| Participant deferral / active EE | $0 | $3,337-100.0% | $4,048-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $141-100.0% | $6,066-100.0% | $170-100.0% |