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 | $321,415 | $101,523+216.6% | $141,162+127.7% | $77,787+313.2% |
| Participation rate | 90.8% | 77.4%+13.4pp | 82.5%+8.3pp | 73.2%+17.5pp |
| Annual return | 62.69% | 56.22%+6.5pp | 71.39%-8.7pp | 32.57%+30.1pp |
| Employer contribution / active EE | $1,226 | $3,341-63.3% | $4,735-74.1% | $2,504-51.1% |
| Participant deferral / active EE | $0 | $6,434-100.0% | $6,709-100.0% | $3,967-100.0% |
| Admin fee / account holder | $0 | $92-99.7% | $10,261-100.0% | $100-99.7% |