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 | $698,299 | $84,487+726.5% | $125,339+457.1% | $66,914+943.6% |
| Participation rate | 97.7% | 76.4%+21.3pp | 82.4%+15.4pp | 69.8%+27.9pp |
| Annual return | -17.29% | -8.39%-8.9pp | 572.05%-589.3pp | 1.58%-18.9pp |
| Employer contribution / active EE | $35,152 | $3,553+889.4% | $4,814+630.3% | $2,544+1281.6% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | -$391 | $685-157.1% | $10,010-103.9% | $593-165.9% |