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.
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 | $301,111 | $101,317+197.2% | $146,958+104.9% | $74,495+304.2% |
| Participation rate | 94.1% | 75.5%+18.5pp | 82.2%+11.9pp | 67.2%+26.9pp |
| Annual return | 30.21% | 8730.91%-8700.7pp | 418.34%-388.1pp | 1364.94%-1334.7pp |
| Employer contribution / active EE | $575 | $3,810-84.9% | $4,933-88.4% | $2,623-78.1% |
| Participant deferral / active EE | $10,592 | $7,303+45.0% | $8,070+31.3% | $4,346+143.7% |
| Admin fee / account holder | $10 | $1,739-99.4% | $12,998-99.9% | $1,942-99.5% |