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.
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 | $451,576 | $56,053+705.6% | $75,972+494.4% | $80,856+458.5% |
| Participation rate | 98.6% | 62.0%+36.6pp | 69.1%+29.6pp | 67.6%+31.0pp |
| Annual return | 7.10% | 20.53%-13.4pp | 359.55%-352.4pp | 35.59%-28.5pp |
| Employer contribution / active EE | $21,826 | $1,874+1064.6% | $2,685+712.9% | $2,755+692.3% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $14 | $5,234-99.7% | $6,467-99.8% | $6,918-99.8% |