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 | $280,486 | $80,005+250.6% | $140,016+100.3% | $55,725+403.3% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -5.29% | 0.46%-5.7pp | 651.12%-656.4pp | 244.93%-250.2pp |
| Employer contribution / active EE | $22,116 | $3,403+550.0% | $5,606+294.5% | $2,078+964.2% |
| Participant deferral / active EE | $9,539 | $5,264+81.2% | $6,927+37.7% | $3,356+184.3% |
| Admin fee / account holder | $0 | $116-100.0% | $10,705-100.0% | $115-100.0% |