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 | $730,508 | $106,028+589.0% | $146,958+397.1% | $77,643+840.9% |
| Participation rate | 98.6% | 78.4%+20.3pp | 82.2%+16.5pp | 70.6%+28.1pp |
| Annual return | 29.42% | 56.73%-27.3pp | 418.34%-388.9pp | 31.24%-1.8pp |
| Employer contribution / active EE | $11,020 | $4,063+171.2% | $4,933+123.4% | $2,726+304.3% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $6 | $337-98.2% | $12,998-100.0% | $430-98.6% |