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 | $727,124 | $89,282+714.4% | $94,646+668.3% | $74,419+877.1% |
| Participation rate | 73.3% | 82.4%-9.2pp | 80.8%-7.6pp | 70.7%+2.5pp |
| Annual return | 6.38% | 25.96%-19.6pp | 156.71%-150.3pp | 34.38%-28.0pp |
| Employer contribution / active EE | $13,668 | $3,022+352.2% | $3,672+272.2% | $2,637+418.2% |
| Participant deferral / active EE | $0 | $8,425-100.0% | $7,418-100.0% | $4,528-100.0% |
| Admin fee / account holder | $7 | $219-96.9% | $7,231-99.9% | $348-98.1% |