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 | $345,383 | $65,557+426.8% | $64,056+439.2% | $71,457+383.3% |
| Participation rate | 98.9% | 73.2%+25.7pp | 72.3%+26.6pp | 67.9%+30.9pp |
| Annual return | 53.14% | 18.94%+34.2pp | 33.69%+19.5pp | 28.85%+24.3pp |
| Employer contribution / active EE | $10,623 | $2,669+298.0% | $2,747+286.8% | $2,588+310.5% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $3,880-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1 | $616-99.9% | $3,068-100.0% | $1,587-100.0% |