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 | $892,231 | $39,948+2133.5% | $89,391+898.1% | $73,409+1115.4% |
| Participation rate | 96.6% | 50.4%+46.1pp | 68.0%+28.6pp | 72.2%+24.4pp |
| Annual return | 111.67% | 50.12%+61.5pp | 245.62%-133.9pp | 59.29%+52.4pp |
| Employer contribution / active EE | $21,202 | $1,200+1667.0% | $2,586+720.0% | $2,234+849.2% |
| Participant deferral / active EE | $0 | $2,193-100.0% | $3,890-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $134-100.0% | $4,881-100.0% | $158-100.0% |