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 6-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.
Employer 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 | $371,161 | $44,734+729.7% | $99,443+273.2% | $67,579+449.2% |
| Participation rate | 99.1% | 66.2%+33.0pp | 73.8%+25.3pp | 71.3%+27.9pp |
| Annual return | 0.00% | 32.45%-32.4pp | 30.72%-30.7pp | 378.56%-378.6pp |
| Employer contribution / active EE | $0 | $1,261-100.0% | $2,540-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $0 | $2,731-100.0% | $3,619-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $6,250-100.0% | $142-100.0% |