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 | $298,536 | $106,028+181.6% | $146,958+103.1% | $77,643+284.5% |
| Participation rate | 96.7% | 78.4%+18.3pp | 82.2%+14.6pp | 70.6%+26.1pp |
| Annual return | 14.02% | 56.73%-42.7pp | 418.34%-404.3pp | 31.24%-17.2pp |
| Employer contribution / active EE | $649 | $4,063-84.0% | $4,933-86.8% | $2,726-76.2% |
| Participant deferral / active EE | $12,436 | $7,990+55.6% | $8,070+54.1% | $4,647+167.6% |
| Admin fee / account holder | $21 | $337-93.8% | $12,998-99.8% | $430-95.1% |