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 | $304,695 | $55,449+449.5% | $83,848+263.4% | $56,287+441.3% |
| Participation rate | 98.3% | 68.0%+30.3pp | 76.1%+22.1pp | 69.9%+28.4pp |
| Annual return | 16.92% | -1.38%+18.3pp | 850.88%-834.0pp | -9.96%+26.9pp |
| Employer contribution / active EE | $22,337 | $2,430+819.1% | $3,631+515.2% | $2,111+958.1% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-99.9% | $5,478-100.0% | $521-99.9% |