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 | $281,947 | $129,021+118.5% | $184,203+53.1% | $77,643+263.1% |
| Participation rate | 95.1% | 87.3%+7.8pp | 86.8%+8.3pp | 70.6%+24.6pp |
| Annual return | 16.45% | 33.27%-16.8pp | 28.81%-12.4pp | 31.24%-14.8pp |
| Employer contribution / active EE | $10,133 | $4,413+129.6% | $6,427+57.7% | $2,726+271.8% |
| Participant deferral / active EE | $14,053 | $7,297+92.6% | $9,131+53.9% | $4,647+202.4% |
| Admin fee / account holder | $0 | $254-100.0% | $13,901-100.0% | $430-100.0% |