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 10-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 | $376,037 | $130,267+188.7% | $145,661+158.2% | $102,872+265.5% |
| Participation rate | 99.8% | 83.3%+16.4pp | 77.2%+22.5pp | 73.0%+26.7pp |
| Annual return | 41.20% | 17.79%+23.4pp | 101.46%-60.3pp | 19.06%+22.1pp |
| Employer contribution / active EE | $16,442 | $4,061+304.9% | $4,238+288.0% | $3,526+366.3% |
| Participant deferral / active EE | $0 | $6,550-100.0% | $7,198-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $396-100.0% | $12,466-100.0% | $292-100.0% |