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 5-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.
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 | $519,857 | $241,101+115.6% | $103,333+403.1% | $199,593+160.5% |
| Participation rate | 77.6% | 78.3%-0.7pp | 74.5%+3.1pp | 72.0%+5.6pp |
| Annual return | 28.59% | 17.80%+10.8pp | 24.88%+3.7pp | 34.25%-5.7pp |
| Employer contribution / active EE | $475 | $4,244-88.8% | $3,868-87.7% | $3,034-84.3% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $288-100.0% | $8,355-100.0% | $269-100.0% |