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 7-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 | $294,250 | $51,288+473.7% | $81,983+258.9% | $73,409+300.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.2%+30.8pp | 72.2%+27.8pp |
| Annual return | 88.07% | 29.48%+58.6pp | 41.31%+46.8pp | 59.29%+28.8pp |
| Employer contribution / active EE | $3,464 | $1,487+133.0% | $2,498+38.7% | $2,234+55.1% |
| Participant deferral / active EE | $0 | $2,715-100.0% | $3,722-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $5,664-100.0% | $158-100.0% |