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 | $1,007,841 | $40,385+2395.6% | $80,569+1150.9% | $74,419+1254.3% |
| Participation rate | 97.0% | 47.4%+49.6pp | 67.0%+30.0pp | 70.7%+26.3pp |
| Annual return | 29.31% | 164.85%-135.5pp | 935.43%-906.1pp | 34.38%-5.1pp |
| Employer contribution / active EE | $32,731 | $1,496+2087.6% | $2,723+1101.8% | $2,637+1141.0% |
| Participant deferral / active EE | $0 | $2,674-100.0% | $4,447-100.0% | $4,528-100.0% |
| Admin fee / account holder | $2 | $720-99.8% | $5,377-100.0% | $348-99.5% |