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 8-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 | $280,055 | $86,944+222.1% | $107,525+160.5% | $74,304+276.9% |
| Participation rate | 99.3% | 59.6%+39.8pp | 75.1%+24.2pp | 60.3%+39.0pp |
| Annual return | 158.24% | 23.52%+134.7pp | 181.32%-23.1pp | 29.43%+128.8pp |
| Employer contribution / active EE | $2,763 | $2,757+0.2% | $3,754-26.4% | $2,241+23.3% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |