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 7-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 | $332,694 | $63,745+421.9% | $98,442+238.0% | $79,386+319.1% |
| Participation rate | 98.1% | 69.9%+28.2pp | 73.3%+24.7pp | 70.7%+27.4pp |
| Annual return | 27.72% | 625.80%-598.1pp | 1492.73%-1465.0pp | 116.85%-89.1pp |
| Employer contribution / active EE | $24,393 | $2,557+854.0% | $2,960+724.2% | $2,427+904.9% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $516-100.0% | $5,949-100.0% | $626-100.0% |