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 | $334,011 | $216,711+54.1% | $136,749+144.3% | $85,563+290.4% |
| Participation rate | 99.4% | 51.7%+47.7pp | 72.1%+27.3pp | 66.0%+33.5pp |
| Annual return | 18.36% | 15.26%+3.1pp | 24.33%-6.0pp | 31.51%-13.1pp |
| Employer contribution / active EE | $7,914 | $1,660+376.7% | $3,400+132.8% | $2,654+198.2% |
| Participant deferral / active EE | $0 | $2,635-100.0% | $4,692-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,223-100.0% | $11,386-100.0% | $834-100.0% |