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 | $752,930 | $106,236+608.7% | $112,228+570.9% | $64,808+1061.8% |
| Participation rate | 96.8% | 71.7%+25.1pp | 75.1%+21.7pp | 71.5%+25.3pp |
| Annual return | 50.91% | -6.02%+56.9pp | 27.45%+23.5pp | 32.82%+18.1pp |
| Employer contribution / active EE | $15,434 | $3,166+387.5% | $3,635+324.7% | $2,506+515.9% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |