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 | $344,776 | $88,122+291.2% | $141,162+144.2% | $67,579+410.2% |
| Participation rate | 98.0% | 76.5%+21.6pp | 82.5%+15.5pp | 71.3%+26.7pp |
| Annual return | 1963.60% | 75.40%+1888.2pp | 71.39%+1892.2pp | 378.56%+1585.0pp |
| Employer contribution / active EE | $12,047 | $3,224+273.6% | $4,735+154.4% | $2,148+460.9% |
| Participant deferral / active EE | $0 | $5,958-100.0% | $6,709-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $10,261-100.0% | $142-100.0% |