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 9-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.
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 | $339,367 | $88,480+283.6% | $96,683+251.0% | $80,160+323.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 23.60% | 22.53%+1.1pp | 35.69%-12.1pp | 40.38%-16.8pp |
| Employer contribution / active EE | $576 | $4,176-86.2% | $3,737-84.6% | $2,978-80.7% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $0 | $212-100.0% | $6,730-100.0% | $145-100.0% |