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 | $499,761 | $106,028+371.3% | $146,958+240.1% | $77,643+543.7% |
| Participation rate | 97.3% | 78.4%+18.9pp | 82.2%+15.1pp | 70.6%+26.7pp |
| Annual return | 16.42% | 56.73%-40.3pp | 418.34%-401.9pp | 31.24%-14.8pp |
| Employer contribution / active EE | $8,895 | $4,063+118.9% | $4,933+80.3% | $2,726+226.3% |
| Participant deferral / active EE | $15,772 | $7,990+97.4% | $8,070+95.4% | $4,647+239.4% |
| Admin fee / account holder | $225 | $337-33.3% | $12,998-98.3% | $430-47.7% |