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.
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 | $333,047 | $65,376+409.4% | $87,100+282.4% | $65,185+410.9% |
| Participation rate | 99.6% | 75.3%+24.2pp | 76.9%+22.7pp | 70.2%+29.4pp |
| Annual return | 1.99% | 31.27%-29.3pp | 28.19%-26.2pp | 29.38%-27.4pp |
| Employer contribution / active EE | $3,013 | $1,822+65.3% | $2,521+19.5% | $2,177+38.4% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $2 | $520-99.7% | $7,497-100.0% | $847-99.8% |