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 | $622,903 | $49,451+1159.6% | $79,550+683.0% | $66,914+830.9% |
| Participation rate | 99.4% | 61.3%+38.1pp | 69.5%+29.9pp | 69.8%+29.6pp |
| Annual return | 41.48% | 84.25%-42.8pp | 0.16%+41.3pp | 1.58%+39.9pp |
| Employer contribution / active EE | $14,021 | $1,266+1007.9% | $2,413+481.0% | $2,544+451.1% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,832-100.0% | $593-100.0% |