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 | $379,195 | $93,182+306.9% | $146,665+158.5% | $79,386+377.7% |
| Participation rate | 98.8% | 76.4%+22.3pp | 80.1%+18.7pp | 70.7%+28.1pp |
| Annual return | 14.38% | 21.61%-7.2pp | 22.74%-8.4pp | 116.85%-102.5pp |
| Employer contribution / active EE | $19,563 | $2,420+708.5% | $4,136+373.0% | $2,427+705.9% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $3 | $585-99.5% | $10,280-100.0% | $626-99.6% |