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 | $435,240 | $105,181+313.8% | $159,436+173.0% | $85,850+407.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.03% | 45.07%-31.0pp | 263.57%-249.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $11,184 | $3,318+237.1% | $4,829+131.6% | $2,565+336.0% |
| Participant deferral / active EE | $13,066 | $5,945+119.8% | $7,352+77.7% | $3,952+230.6% |
| Admin fee / account holder | $160 | $6,933-97.7% | $10,799-98.5% | $6,260-97.4% |