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 | $420,972 | $93,182+351.8% | $146,665+187.0% | $79,386+430.3% |
| Participation rate | 99.0% | 76.4%+22.6pp | 80.1%+18.9pp | 70.7%+28.3pp |
| Annual return | 504.46% | 21.61%+482.9pp | 22.74%+481.7pp | 116.85%+387.6pp |
| Employer contribution / active EE | $6,202 | $2,420+156.3% | $4,136+50.0% | $2,427+155.5% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,280-100.0% | $626-100.0% |