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 6-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 | $555,945 | $121,341+358.2% | $189,513+193.4% | $79,386+600.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 6.08% | 21.08%-15.0pp | 555.15%-549.1pp | 116.85%-110.8pp |
| Employer contribution / active EE | $6,649 | $3,915+69.8% | $6,162+7.9% | $2,427+173.9% |
| Participant deferral / active EE | $12,101 | $6,395+89.2% | $8,221+47.2% | $4,046+199.1% |
| Admin fee / account holder | $8 | $651-98.7% | $12,045-99.9% | $626-98.7% |