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 | $615,120 | $100,801+510.2% | $149,696+310.9% | $73,409+737.9% |
| Participation rate | 98.3% | 77.7%+20.6pp | 82.5%+15.8pp | 72.2%+26.1pp |
| Annual return | 91.96% | 265.34%-173.4pp | 276.60%-184.6pp | 59.29%+32.7pp |
| Employer contribution / active EE | $11,172 | $3,312+237.4% | $4,644+140.6% | $2,234+400.2% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $6,842-100.0% | $3,805-100.0% |
| Admin fee / account holder | $3 | $181-98.4% | $9,309-100.0% | $158-98.2% |