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 | $479,836 | $101,317+373.6% | $146,958+226.5% | $74,495+544.1% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.2%+15.2pp | 67.2%+30.2pp |
| Annual return | 13.71% | 8730.91%-8717.2pp | 418.34%-404.6pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $19,706 | $3,810+417.2% | $4,933+299.5% | $2,623+651.3% |
| Participant deferral / active EE | $16,012 | $7,303+119.2% | $8,070+98.4% | $4,346+268.5% |
| Admin fee / account holder | $8 | $1,739-99.5% | $12,998-99.9% | $1,942-99.6% |