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 | $390,008 | $69,763+459.0% | $67,502+477.8% | $74,495+423.5% |
| Participation rate | 99.1% | 71.4%+27.7pp | 72.9%+26.2pp | 67.2%+31.9pp |
| Annual return | 38.47% | -40.34%+78.8pp | 3512.12%-3473.7pp | 1364.94%-1326.5pp |
| Employer contribution / active EE | $6,965 | $2,704+157.6% | $2,731+155.1% | $2,623+165.6% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,000-100.0% | $4,346-100.0% |
| Admin fee / account holder | $5 | $896-99.4% | $3,998-99.9% | $1,942-99.7% |