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 | $368,505 | $144,996+154.1% | $111,297+231.1% | $93,030+296.1% |
| Participation rate | 100.0% | 86.2%+13.8pp | 77.3%+22.7pp | 73.9%+26.1pp |
| Annual return | 29.93% | 18.26%+11.7pp | 54.65%-24.7pp | 158.70%-128.8pp |
| Employer contribution / active EE | $4,723 | $3,056+54.6% | $2,731+72.9% | $2,706+74.6% |
| Participant deferral / active EE | $0 | $5,587-100.0% | $4,487-100.0% | $4,562-100.0% |
| Admin fee / account holder | $0 | $103-100.0% | $7,964-100.0% | $152-100.0% |