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 | $510,271 | $128,899+295.9% | $113,168+350.9% | $102,872+396.0% |
| Participation rate | 100.0% | 87.0%+13.0pp | 76.6%+23.4pp | 73.0%+27.0pp |
| Annual return | 16.94% | 15.88%+1.1pp | 24.27%-7.3pp | 19.06%-2.1pp |
| Employer contribution / active EE | $4,248 | $3,713+14.4% | $2,975+42.8% | $3,526+20.5% |
| Participant deferral / active EE | $0 | $6,787-100.0% | $5,107-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $129-99.9% | $12,068-100.0% | $292-100.0% |