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 5-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 | $480,151 | $88,480+442.7% | $96,683+396.6% | $80,160+499.0% |
| Participation rate | 75.1% | 79.9%-4.7pp | 74.3%+0.8pp | 72.9%+2.2pp |
| Annual return | 30.67% | 22.53%+8.1pp | 35.69%-5.0pp | 40.38%-9.7pp |
| Employer contribution / active EE | $1,041 | $4,176-75.1% | $3,737-72.2% | $2,978-65.1% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $6,730-100.0% | $145-100.0% |