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 7-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 | $449,035 | $96,484+365.4% | $156,263+187.4% | $74,304+504.3% |
| Participation rate | 97.0% | 67.7%+29.3pp | 78.9%+18.1pp | 60.3%+36.6pp |
| Annual return | 27.53% | 17.73%+9.8pp | 59.47%-31.9pp | 29.43%-1.9pp |
| Employer contribution / active EE | $16,483 | $2,528+551.9% | $4,333+280.4% | $2,241+635.5% |
| Participant deferral / active EE | $0 | $4,286-100.0% | $6,158-100.0% | $3,767-100.0% |
| Admin fee / account holder | $117 | $3,728-96.9% | $14,255-99.2% | $2,969-96.1% |