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.
Annual investment return 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 | $318,104 | $100,923+215.2% | $150,045+112.0% | $74,304+328.1% |
| Participation rate | 93.6% | 70.1%+23.5pp | 82.3%+11.3pp | 60.3%+33.3pp |
| Annual return | 13.04% | 51.77%-38.7pp | 62.55%-49.5pp | 29.43%-16.4pp |
| Employer contribution / active EE | $493 | $3,463-85.8% | $4,693-89.5% | $2,241-78.0% |
| Participant deferral / active EE | $10,155 | $6,709+51.4% | $7,997+27.0% | $3,767+169.6% |
| Admin fee / account holder | $12 | $2,767-99.6% | $13,435-99.9% | $2,969-99.6% |