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.
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 | $329,550 | $50,106+557.7% | $70,014+370.7% | $57,658+471.6% |
| Participation rate | 99.8% | 70.9%+29.0pp | 71.8%+28.0pp | 70.2%+29.6pp |
| Annual return | -11.30% | 14.58%-25.9pp | 12.99%-24.3pp | 5.13%-16.4pp |
| Employer contribution / active EE | $11,764 | $1,739+576.4% | $2,338+403.1% | $1,974+496.0% |
| Participant deferral / active EE | $0 | $2,486-100.0% | $2,931-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $4,380-100.0% | $95-100.0% |