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 | $273,108 | $76,050+259.1% | $96,544+182.9% | $71,457+282.2% |
| Participation rate | 99.3% | 74.4%+24.9pp | 76.0%+23.3pp | 67.9%+31.4pp |
| Annual return | 97.00% | 22.81%+74.2pp | 25.84%+71.2pp | 28.85%+68.1pp |
| Employer contribution / active EE | $18,366 | $2,244+718.4% | $2,965+519.4% | $2,588+609.8% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,707-100.0% | $8,252-100.0% | $1,587-100.0% |