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 | $255,381 | $99,062+157.8% | $136,007+87.8% | $99,062+157.8% |
| Participation rate | 97.8% | 71.6%+26.2pp | 76.5%+21.3pp | 71.6%+26.2pp |
| Annual return | 13.25% | 17.66%-4.4pp | 579.32%-566.1pp | 17.66%-4.4pp |
| Employer contribution / active EE | $3,661 | $3,262+12.2% | $4,217-13.2% | $3,262+12.2% |
| Participant deferral / active EE | $12,875 | $5,331+141.5% | $7,025+83.3% | $5,331+141.5% |
| Admin fee / account holder | $0 | $109-100.0% | $6,858-100.0% | $109-100.0% |