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 | $560,482 | $148,970+276.2% | $136,007+312.1% | $199,593+180.8% |
| Participation rate | 98.8% | 79.4%+19.4pp | 76.5%+22.3pp | 72.0%+26.8pp |
| Annual return | 15.83% | 27.07%-11.2pp | 579.32%-563.5pp | 34.25%-18.4pp |
| Employer contribution / active EE | $4,897 | $3,561+37.5% | $4,217+16.1% | $3,034+61.4% |
| Participant deferral / active EE | $17,759 | $6,140+189.2% | $7,025+152.8% | $5,087+249.1% |
| Admin fee / account holder | $0 | $144-100.0% | $6,858-100.0% | $269-100.0% |