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 | $258,822 | $63,924+304.9% | $108,579+138.4% | $55,167+369.2% |
| Participation rate | 98.0% | 74.3%+23.7pp | 79.6%+18.5pp | 69.0%+29.0pp |
| Annual return | 10.15% | 15.31%-5.2pp | -51.70%+61.8pp | 169.23%-159.1pp |
| Employer contribution / active EE | $20,059 | $1,879+967.5% | $3,758+433.7% | $1,963+922.1% |
| Participant deferral / active EE | $0 | $3,067-100.0% | $4,311-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |