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.
Employer 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 | $272,176 | $101,317+168.6% | $146,958+85.2% | $74,495+265.4% |
| Participation rate | 74.0% | 75.5%-1.5pp | 82.2%-8.2pp | 67.2%+6.8pp |
| Annual return | 43.89% | 8730.91%-8687.0pp | 418.34%-374.4pp | 1364.94%-1321.1pp |
| Employer contribution / active EE | $18 | $3,810-99.5% | $4,933-99.6% | $2,623-99.3% |
| Participant deferral / active EE | $16,698 | $7,303+128.6% | $8,070+106.9% | $4,346+284.2% |
| Admin fee / account holder | -$30 | $1,739-101.7% | $12,998-100.2% | $1,942-101.5% |