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 | $1,047,486 | $106,028+887.9% | $146,958+612.8% | $77,643+1249.1% |
| Participation rate | 83.0% | 78.4%+4.6pp | 82.2%+0.8pp | 70.6%+12.4pp |
| Annual return | 17.36% | 56.73%-39.4pp | 418.34%-401.0pp | 31.24%-13.9pp |
| Employer contribution / active EE | $23,154 | $4,063+469.9% | $4,933+369.4% | $2,726+749.4% |
| Participant deferral / active EE | $16,702 | $7,990+109.0% | $8,070+107.0% | $4,647+259.4% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |