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 10-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 | $1,055,091 | $131,799+700.5% | $200,582+426.0% | $85,563+1133.1% |
| Participation rate | 100.0% | 87.9%+12.1pp | 86.9%+13.1pp | 66.0%+34.0pp |
| Annual return | 19.25% | 21.59%-2.3pp | 42.33%-23.1pp | 31.51%-12.3pp |
| Employer contribution / active EE | $42,021 | $4,532+827.2% | $6,419+554.7% | $2,654+1483.6% |
| Participant deferral / active EE | $19,042 | $7,702+147.2% | $9,331+104.1% | $4,375+335.2% |
| Admin fee / account holder | $0 | $235-99.8% | $16,305-100.0% | $834-99.9% |