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 3-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 | $567,126 | $241,101+135.2% | $103,333+448.8% | $199,593+184.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.4pp | 72.0%+28.0pp |
| Annual return | 44.42% | 17.80%+26.6pp | 24.88%+19.5pp | 34.25%+10.2pp |
| Employer contribution / active EE | $24,543 | $4,244+478.3% | $3,868+534.5% | $3,034+708.9% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $288-100.0% | $8,355-100.0% | $269-100.0% |