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 | $330,402 | $95,776+245.0% | $162,163+103.7% | $77,787+324.8% |
| Participation rate | 100.0% | 88.6%+11.4pp | 87.6%+12.4pp | 73.2%+26.8pp |
| Annual return | 20.79% | 37.03%-16.2pp | 115.59%-94.8pp | 32.57%-11.8pp |
| Employer contribution / active EE | $21,760 | $3,874+461.7% | $5,614+287.6% | $2,504+768.9% |
| Participant deferral / active EE | $9,879 | $6,125+61.3% | $7,298+35.4% | $3,967+149.0% |
| Admin fee / account holder | $0 | $88-100.0% | $10,843-100.0% | $100-100.0% |