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 | $260,849 | $56,629+360.6% | $77,999+234.4% | $55,167+372.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 11.12% | 2866.98%-2855.9pp | 425.96%-414.8pp | 169.23%-158.1pp |
| Employer contribution / active EE | $11,715 | $1,723+579.9% | $2,470+374.3% | $1,963+496.9% |
| Participant deferral / active EE | $0 | $2,777-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,480-100.0% | $504-100.0% |