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 | $939,555 | $101,317+827.3% | $146,958+539.3% | $74,495+1161.2% |
| Participation rate | 94.9% | 75.5%+19.4pp | 82.2%+12.8pp | 67.2%+27.7pp |
| Annual return | 18.58% | 8730.91%-8712.3pp | 418.34%-399.8pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $41,654 | $3,810+993.2% | $4,933+744.4% | $2,623+1488.0% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | -$220 | $1,739-112.6% | $12,998-101.7% | $1,942-111.3% |