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 | $380,893 | $104,475+264.6% | $159,436+138.9% | $79,386+379.8% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 12.34% | 67.95%-55.6pp | 263.57%-251.2pp | 116.85%-104.5pp |
| Employer contribution / active EE | $8,595 | $3,417+151.6% | $4,829+78.0% | $2,427+254.1% |
| Participant deferral / active EE | $12,325 | $6,467+90.6% | $7,352+67.6% | $4,046+204.6% |
| Admin fee / account holder | $62 | $711-91.2% | $10,799-99.4% | $626-90.0% |