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 10-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 | $424,824 | $107,378+295.6% | $108,579+291.3% | $57,658+636.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 79.6%+20.4pp | 70.2%+29.8pp |
| Annual return | 2.82% | 12.80%-10.0pp | -51.70%+54.5pp | 5.13%-2.3pp |
| Employer contribution / active EE | $6,843 | $1,782+284.1% | $3,758+82.1% | $1,974+246.7% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $2 | $108-98.5% | $7,645-100.0% | $95-98.2% |