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 3-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 | $924,194 | $79,171+1067.3% | $102,423+802.3% | $74,495+1140.6% |
| Participation rate | 99.6% | 74.8%+24.8pp | 76.5%+23.1pp | 67.2%+32.4pp |
| Annual return | 45.17% | 54.93%-9.8pp | 29.32%+15.8pp | 1364.94%-1319.8pp |
| Employer contribution / active EE | $5,391 | $2,362+128.2% | $3,023+78.3% | $2,623+105.5% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,451-100.0% | $1,942-100.0% |