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 | $1,021,623 | $100,801+913.5% | $149,696+582.5% | $73,409+1291.7% |
| Participation rate | 90.4% | 77.7%+12.7pp | 82.5%+8.0pp | 72.2%+18.3pp |
| Annual return | 14.83% | 265.34%-250.5pp | 276.60%-261.8pp | 59.29%-44.5pp |
| Employer contribution / active EE | $22,840 | $3,312+589.7% | $4,644+391.8% | $2,234+922.6% |
| Participant deferral / active EE | $14,370 | $6,404+124.4% | $6,842+110.0% | $3,805+277.6% |
| Admin fee / account holder | $0 | $181-100.0% | $9,309-100.0% | $158-100.0% |