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 | $884,833 | $185,342+377.4% | $111,297+695.0% | $86,799+919.4% |
| Participation rate | 98.9% | 81.0%+18.0pp | 77.3%+21.6pp | 72.3%+26.7pp |
| Annual return | 12.33% | 500.80%-488.5pp | 54.65%-42.3pp | 97.91%-85.6pp |
| Employer contribution / active EE | $17,491 | $2,246+678.7% | $2,731+540.5% | $2,405+627.2% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,964-100.0% | $170-100.0% |