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 8-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 | $272,996 | $89,436+205.2% | $164,813+65.6% | $77,643+251.6% |
| Participation rate | 98.9% | 78.6%+20.3pp | 78.6%+20.3pp | 70.6%+28.4pp |
| Annual return | 26.99% | 28.83%-1.8pp | 69.93%-42.9pp | 31.24%-4.2pp |
| Employer contribution / active EE | $13,467 | $2,569+424.3% | $4,341+210.2% | $2,726+394.0% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $339-100.0% | $12,690-100.0% | $430-100.0% |