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 | $507,132 | $130,194+289.5% | $169,993+198.3% | $71,457+609.7% |
| Participation rate | 99.1% | 86.1%+12.9pp | 87.0%+12.1pp | 67.9%+31.1pp |
| Annual return | 9.46% | 20.37%-10.9pp | 53.37%-43.9pp | 28.85%-19.4pp |
| Employer contribution / active EE | $7,601 | $4,381+73.5% | $6,785+12.0% | $2,588+193.8% |
| Participant deferral / active EE | $16,066 | $6,923+132.1% | $10,408+54.4% | $4,289+274.6% |
| Admin fee / account holder | $1 | $966-99.9% | $12,815-100.0% | $1,587-100.0% |