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 | $256,658 | $88,874+188.8% | $123,544+107.7% | $75,289+240.9% |
| Participation rate | 88.2% | 75.9%+12.4pp | 82.3%+5.9pp | 72.4%+15.8pp |
| Annual return | 37.94% | 4.22%+33.7pp | 119.20%-81.3pp | -0.04%+38.0pp |
| Employer contribution / active EE | $5,125 | $3,256+57.4% | $4,628+10.7% | $2,405+113.1% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $9,284-100.0% | $102-100.0% |