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 | $295,344 | $111,491+164.9% | $189,513+55.8% | $86,799+240.3% |
| Participation rate | 98.5% | 87.3%+11.2pp | 87.8%+10.7pp | 72.3%+26.2pp |
| Annual return | 415.54% | 83.50%+332.0pp | 555.15%-139.6pp | 97.91%+317.6pp |
| Employer contribution / active EE | $9,480 | $3,951+139.9% | $6,162+53.9% | $2,405+294.1% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $189-100.0% | $12,045-100.0% | $170-100.0% |