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 | $504,966 | $86,332+484.9% | $125,175+303.4% | $65,185+674.7% |
| Participation rate | 94.7% | 75.3%+19.3pp | 79.8%+14.9pp | 70.2%+24.5pp |
| Annual return | 41.89% | 27.43%+14.5pp | 43.79%-1.9pp | 29.38%+12.5pp |
| Employer contribution / active EE | $2,651 | $2,040+29.9% | $3,865-31.4% | $2,177+21.8% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $609-100.0% | $9,702-100.0% | $847-100.0% |