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 8-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 | $288,902 | $46,100+526.7% | $86,590+233.6% | $69,631+314.9% |
| Participation rate | 98.7% | 67.2%+31.6pp | 73.5%+25.2pp | 70.7%+28.0pp |
| Annual return | 3.95% | 21.02%-17.1pp | 964.84%-960.9pp | 27571.02%-27567.1pp |
| Employer contribution / active EE | $14,241 | $1,850+669.8% | $2,839+401.5% | $2,032+600.8% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $94-100.0% | $4,906-100.0% | $110-100.0% |