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 | $332,974 | $229,191+45.3% | $108,410+207.1% | - |
| Participation rate | 100.0% | 68.8%+31.2pp | 80.1%+19.9pp | - |
| Annual return | 16.91% | 12.30%+4.6pp | 905.27%-888.4pp | - |
| Employer contribution / active EE | $24,269 | $2,220+993.0% | $3,558+582.0% | - |
| Participant deferral / active EE | $0 | $3,745-100.0% | $6,563-100.0% | - |
| Admin fee / account holder | $0 | $25,423-100.0% | $7,295-100.0% | - |