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 | $293,072 | $46,761+526.7% | $106,619+174.9% | $57,658+408.3% |
| Participation rate | 77.3% | 56.9%+20.4pp | 78.0%-0.7pp | 70.2%+7.1pp |
| Annual return | 2.05% | 15.77%-13.7pp | 9.42%-7.4pp | 5.13%-3.1pp |
| Employer contribution / active EE | $5,908 | $1,274+363.8% | $3,947+49.7% | $1,974+199.3% |
| Participant deferral / active EE | $0 | $1,954-100.0% | $3,930-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $6,418-100.0% | $95-100.0% |