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 | $453,663 | $88,480+412.7% | $96,683+369.2% | $80,160+465.9% |
| Participation rate | 99.9% | 79.9%+20.1pp | 74.3%+25.6pp | 72.9%+27.0pp |
| Annual return | 16.44% | 22.53%-6.1pp | 35.69%-19.3pp | 40.38%-23.9pp |
| Employer contribution / active EE | $26,135 | $4,176+525.8% | $3,737+599.4% | $2,978+777.7% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $6,730-100.0% | $145-100.0% |