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 6-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 | $261,528 | $107,459+143.4% | $135,903+92.4% | $80,160+226.3% |
| Participation rate | 99.1% | 78.0%+21.0pp | 81.9%+17.1pp | 72.9%+26.1pp |
| Annual return | 19.30% | 91.91%-72.6pp | 68.23%-48.9pp | 40.38%-21.1pp |
| Employer contribution / active EE | $12,589 | $3,877+224.7% | $4,856+159.2% | $2,978+322.8% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $10,762-100.0% | $145-100.0% |