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 | $347,220 | $125,758+176.1% | $169,993+104.3% | $75,163+362.0% |
| Participation rate | 99.0% | 83.6%+15.4pp | 87.0%+12.0pp | 67.2%+31.8pp |
| Annual return | 19.59% | 27.20%-7.6pp | 53.37%-33.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $19,750 | $4,615+328.0% | $6,785+191.1% | $2,670+639.8% |
| Participant deferral / active EE | $19,881 | $6,837+190.8% | $10,408+91.0% | $4,125+381.9% |
| Admin fee / account holder | $5 | $8,173-99.9% | $12,815-100.0% | $5,651-99.9% |