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 | $251,102 | $93,182+169.5% | $146,665+71.2% | $79,386+216.3% |
| Participation rate | 96.7% | 76.4%+20.3pp | 80.1%+16.7pp | 70.7%+26.0pp |
| Annual return | 27.16% | 21.61%+5.6pp | 22.74%+4.4pp | 116.85%-89.7pp |
| Employer contribution / active EE | $8,618 | $2,420+256.2% | $4,136+108.4% | $2,427+255.0% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $3 | $585-99.6% | $10,280-100.0% | $626-99.6% |