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 | $614,913 | $95,880+541.3% | $107,525+471.9% | $85,563+618.7% |
| Participation rate | 98.1% | 70.1%+28.0pp | 75.1%+23.1pp | 66.0%+32.2pp |
| Annual return | 47.03% | 68.06%-21.0pp | 181.32%-134.3pp | 31.51%+15.5pp |
| Employer contribution / active EE | $25,634 | $3,812+572.4% | $3,754+582.9% | $2,654+866.0% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,025-100.0% | $8,919-100.0% | $834-100.0% |