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 | $332,335 | $69,362+379.1% | $101,248+228.2% | $73,488+352.2% |
| Participation rate | 99.5% | 68.4%+31.2pp | 75.8%+23.7pp | 70.7%+28.9pp |
| Annual return | 22.21% | 18.46%+3.8pp | 46.47%-24.3pp | 28.51%-6.3pp |
| Employer contribution / active EE | $13,171 | $2,628+401.1% | $3,660+259.9% | $2,270+480.2% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $704-99.9% | $5,945-100.0% | $513-99.9% |