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 | $375,130 | $89,436+319.4% | $164,813+127.6% | $77,643+383.1% |
| Participation rate | 96.9% | 78.6%+18.3pp | 78.6%+18.3pp | 70.6%+26.4pp |
| Annual return | 42.72% | 28.83%+13.9pp | 69.93%-27.2pp | 31.24%+11.5pp |
| Employer contribution / active EE | $16,154 | $2,569+528.9% | $4,341+272.1% | $2,726+492.6% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $2 | $339-99.3% | $12,690-100.0% | $430-99.5% |