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 3-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 | $572,552 | $129,021+343.8% | $184,203+210.8% | $77,643+637.4% |
| Participation rate | 99.8% | 87.3%+12.5pp | 86.8%+13.0pp | 70.6%+29.2pp |
| Annual return | 14.24% | 33.27%-19.0pp | 28.81%-14.6pp | 31.24%-17.0pp |
| Employer contribution / active EE | $33,010 | $4,413+648.1% | $6,427+413.6% | $2,726+1111.0% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $97 | $254-61.9% | $13,901-99.3% | $430-77.5% |