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 | $1,948,024 | $82,917+2249.4% | $103,333+1785.2% | $77,643+2409.0% |
| Participation rate | 98.7% | 71.6%+27.2pp | 74.5%+24.2pp | 70.6%+28.2pp |
| Annual return | 102.09% | 19.13%+83.0pp | 24.88%+77.2pp | 31.24%+70.9pp |
| Employer contribution / active EE | $35,316 | $3,552+894.4% | $3,868+813.1% | $2,726+1195.6% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $1 | $638-99.8% | $8,355-100.0% | $430-99.7% |