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 7-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.
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 | $430,773 | $48,277+792.3% | $63,517+578.2% | $55,191+680.5% |
| Participation rate | 99.8% | 69.4%+30.4pp | 71.0%+28.8pp | 69.2%+30.6pp |
| Annual return | 25.03% | 2.37%+22.7pp | -70.30%+95.3pp | 10.78%+14.3pp |
| Employer contribution / active EE | $12,766 | $1,592+701.9% | $2,322+449.8% | $1,899+572.3% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $2,953-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $86-100.0% | $5,892-100.0% | $91-100.0% |