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 | $495,178 | $80,724+513.4% | $103,333+379.2% | $74,495+564.7% |
| Participation rate | 94.2% | 65.7%+28.6pp | 74.5%+19.7pp | 67.2%+27.0pp |
| Annual return | 23.62% | 27.56%-3.9pp | 24.88%-1.3pp | 1364.94%-1341.3pp |
| Employer contribution / active EE | $25,342 | $3,157+702.6% | $3,868+555.2% | $2,623+866.1% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $1 | $2,368-100.0% | $8,355-100.0% | $1,942-99.9% |