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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $1,102,940 | $89,808+1128.1% | $100,391+998.6% | $77,643+1320.5% |
| Participation rate | 99.5% | 81.2%+18.3pp | 81.5%+18.0pp | 70.6%+28.9pp |
| Annual return | 61.40% | 20.62%+40.8pp | 49.20%+12.2pp | 31.24%+30.2pp |
| Employer contribution / active EE | $3,002 | $3,039-1.2% | $3,942-23.9% | $2,726+10.1% |
| Participant deferral / active EE | $0 | $8,284-100.0% | $8,082-100.0% | $4,647-100.0% |
| Admin fee / account holder | $7 | $174-96.2% | $7,899-99.9% | $430-98.4% |