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 | $1,231,220 | $108,549+1034.3% | $156,263+687.9% | $85,563+1339.0% |
| Participation rate | 97.8% | 77.1%+20.7pp | 78.9%+18.9pp | 66.0%+31.8pp |
| Annual return | 78.33% | 21.79%+56.5pp | 59.47%+18.9pp | 31.51%+46.8pp |
| Employer contribution / active EE | $17,634 | $2,690+555.6% | $4,333+307.0% | $2,654+564.5% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $6,158-100.0% | $4,375-100.0% |
| Admin fee / account holder | $1 | $650-99.8% | $14,255-100.0% | $834-99.8% |