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 | $577,157 | $106,028+444.3% | $146,958+292.7% | $77,643+643.3% |
| Participation rate | 98.3% | 78.4%+20.0pp | 82.2%+16.2pp | 70.6%+27.7pp |
| Annual return | 16.96% | 56.73%-39.8pp | 418.34%-401.4pp | 31.24%-14.3pp |
| Employer contribution / active EE | $27,603 | $4,063+579.4% | $4,933+459.6% | $2,726+912.6% |
| Participant deferral / active EE | $22,064 | $7,990+176.1% | $8,070+173.4% | $4,647+374.8% |
| Admin fee / account holder | $2 | $337-99.3% | $12,998-100.0% | $430-99.5% |