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 10-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 | $277,113 | $93,131+197.6% | $106,548+160.1% | $86,799+219.3% |
| Participation rate | 98.8% | 81.4%+17.4pp | 76.1%+22.7pp | 72.3%+26.5pp |
| Annual return | 83.66% | 19.45%+64.2pp | 26.80%+56.9pp | 97.91%-14.2pp |
| Employer contribution / active EE | $12,908 | $2,895+345.8% | $2,819+357.9% | $2,405+436.7% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $7,407-100.0% | $170-100.0% |