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 7-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 | $252,474 | $42,396+495.5% | $67,313+275.1% | $56,287+348.6% |
| Participation rate | 98.5% | 61.0%+37.5pp | 69.1%+29.4pp | 69.9%+28.7pp |
| Annual return | 20.27% | -36.63%+56.9pp | -4.08%+24.4pp | -9.96%+30.2pp |
| Employer contribution / active EE | $247 | $1,414-82.6% | $2,566-90.4% | $2,111-88.3% |
| Participant deferral / active EE | $0 | $2,360-100.0% | $3,568-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $510-100.0% | $4,507-100.0% | $521-100.0% |