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 | $320,852 | $42,353+657.6% | $79,550+303.3% | $64,808+395.1% |
| Participation rate | 99.3% | 64.8%+34.6pp | 69.5%+29.9pp | 71.5%+27.9pp |
| Annual return | 50.45% | -12.24%+62.7pp | 0.16%+50.3pp | 32.82%+17.6pp |
| Employer contribution / active EE | $21,045 | $1,181+1682.7% | $2,413+772.1% | $2,506+739.9% |
| Participant deferral / active EE | $0 | $3,170-100.0% | $3,985-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $160-99.9% | $6,832-100.0% | $188-99.9% |