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.
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 | $563,016 | $51,447+994.4% | $104,607+438.2% | $73,409+667.0% |
| Participation rate | 98.9% | 68.2%+30.7pp | 74.1%+24.8pp | 72.2%+26.7pp |
| Annual return | 46.59% | 25.06%+21.5pp | 340.46%-293.9pp | 59.29%-12.7pp |
| Employer contribution / active EE | $18,254 | $1,441+1166.7% | $2,681+581.0% | $2,234+717.2% |
| Participant deferral / active EE | $0 | $3,058-100.0% | $3,740-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $122-100.0% | $6,473-100.0% | $158-100.0% |