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 | $765,650 | $81,474+839.7% | $133,956+471.6% | $73,488+941.9% |
| Participation rate | 94.7% | 76.4%+18.3pp | 79.8%+14.9pp | 70.7%+24.0pp |
| Annual return | 56.75% | 19.40%+37.3pp | 45.09%+11.7pp | 28.51%+28.2pp |
| Employer contribution / active EE | $2,625 | $2,209+18.8% | $3,919-33.0% | $2,270+15.6% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,927-100.0% | $513-100.0% |