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 | $793,792 | $88,087+801.1% | $164,866+381.5% | $74,546+964.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 78.6%+21.4pp | 67.2%+32.8pp |
| Annual return | 151.55% | 17.27%+134.3pp | 69.97%+81.6pp | 1366.03%-1214.5pp |
| Employer contribution / active EE | $17,643 | $2,595+579.8% | $4,343+306.3% | $2,624+572.3% |
| Participant deferral / active EE | $0 | $4,499-100.0% | $6,033-100.0% | $4,347-100.0% |
| Admin fee / account holder | $10 | $2,232-99.5% | $12,689-99.9% | $1,944-99.5% |