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 6-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 | $284,775 | $69,362+310.6% | $101,248+181.3% | $73,488+287.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 21.37% | 18.46%+2.9pp | 46.47%-25.1pp | 28.51%-7.1pp |
| Employer contribution / active EE | $20,889 | $2,628+694.8% | $3,660+470.8% | $2,270+820.2% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |