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 | $302,880 | $84,487+258.5% | $125,339+141.6% | $66,914+352.6% |
| Participation rate | 95.8% | 76.4%+19.4pp | 82.4%+13.4pp | 69.8%+26.0pp |
| Annual return | -17.09% | -8.39%-8.7pp | 572.05%-589.1pp | 1.58%-18.7pp |
| Employer contribution / active EE | $11,130 | $3,553+213.3% | $4,814+131.2% | $2,544+337.5% |
| Participant deferral / active EE | $12,061 | $6,781+77.9% | $7,446+62.0% | $4,237+184.7% |
| Admin fee / account holder | $14 | $685-97.9% | $10,010-99.9% | $593-97.6% |