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 | $575,706 | $69,159+732.4% | $125,175+359.9% | $67,579+751.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 79.8%+20.2pp | 71.3%+28.7pp |
| Annual return | 14.20% | 27.12%-12.9pp | 43.79%-29.6pp | 378.56%-364.4pp |
| Employer contribution / active EE | $6,151 | $2,023+204.0% | $3,865+59.1% | $2,148+186.4% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $4,937-100.0% | $3,539-100.0% |
| Admin fee / account holder | $1 | $142-99.2% | $9,702-100.0% | $142-99.2% |