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 5-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 | $669,375 | $104,919+538.0% | $116,228+475.9% | $85,563+682.3% |
| Participation rate | 99.6% | 78.6%+21.0pp | 74.6%+25.1pp | 66.0%+33.7pp |
| Annual return | 21.24% | 15.38%+5.9pp | 90.06%-68.8pp | 31.51%-10.3pp |
| Employer contribution / active EE | $16,998 | $3,485+387.7% | $2,994+467.7% | $2,654+540.6% |
| Participant deferral / active EE | $0 | $5,306-100.0% | $4,953-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $11,989-100.0% | $834-100.0% |