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 | $376,477 | $128,899+192.1% | $113,168+232.7% | $102,872+266.0% |
| Participation rate | 91.4% | 87.0%+4.4pp | 76.6%+14.8pp | 73.0%+18.4pp |
| Annual return | 10.98% | 15.88%-4.9pp | 24.27%-13.3pp | 19.06%-8.1pp |
| Employer contribution / active EE | $17,490 | $3,713+371.1% | $2,975+487.9% | $3,526+396.0% |
| Participant deferral / active EE | $0 | $6,787-100.0% | $5,107-100.0% | $5,535-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $12,068-100.0% | $292-100.0% |