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 9-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 | $297,583 | $80,731+268.6% | $103,374+187.9% | $74,546+299.2% |
| Participation rate | 84.8% | 65.7%+19.1pp | 74.5%+10.3pp | 67.2%+17.6pp |
| Annual return | 14.99% | 27.56%-12.6pp | 24.89%-9.9pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $10,366 | $3,158+228.3% | $3,869+167.9% | $2,624+295.0% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |