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 | $404,838 | $49,808+712.8% | $95,745+322.8% | $74,419+444.0% |
| Participation rate | 99.2% | 66.6%+32.7pp | 72.3%+27.0pp | 70.7%+28.5pp |
| Annual return | 41.24% | 24.91%+16.3pp | 28.35%+12.9pp | 34.38%+6.9pp |
| Employer contribution / active EE | $704 | $1,639-57.0% | $2,835-75.2% | $2,637-73.3% |
| Participant deferral / active EE | $0 | $3,739-100.0% | $4,245-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $311-100.0% | $5,678-100.0% | $348-100.0% |