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 | $370,542 | $92,055+302.5% | $106,213+248.9% | $77,643+377.2% |
| Participation rate | 98.5% | 81.0%+17.5pp | 75.3%+23.2pp | 70.6%+27.9pp |
| Annual return | 35.84% | 17.91%+17.9pp | 116.14%-80.3pp | 31.24%+4.6pp |
| Employer contribution / active EE | $13,608 | $3,367+304.2% | $3,171+329.1% | $2,726+399.2% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,016-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $11,033-100.0% | $430-100.0% |