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 | $437,467 | $51,175+754.9% | $70,515+520.4% | $75,163+482.0% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 23.32% | 30.02%-6.7pp | 32.77%-9.5pp | 160.62%-137.3pp |
| Employer contribution / active EE | $8,310 | $1,826+355.1% | $2,973+179.5% | $2,670+211.3% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $29 | $4,091-99.3% | $6,412-99.5% | $5,651-99.5% |