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 | $809,664 | $91,407+785.8% | $135,903+495.8% | $71,457+1033.1% |
| Participation rate | 96.0% | 75.7%+20.3pp | 81.9%+14.1pp | 67.9%+28.0pp |
| Annual return | 19.80% | 29.90%-10.1pp | 68.23%-48.4pp | 28.85%-9.0pp |
| Employer contribution / active EE | $37,336 | $3,703+908.1% | $4,856+668.8% | $2,588+1342.9% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | -$206 | $1,266-116.2% | $10,762-101.9% | $1,587-113.0% |