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 | $542,778 | $56,152+866.6% | $185,823+192.1% | $73,409+639.4% |
| Participation rate | 100.0% | 67.6%+32.4pp | 78.0%+22.0pp | 72.2%+27.8pp |
| Annual return | 5.89% | 17.59%-11.7pp | 35.95%-30.1pp | 59.29%-53.4pp |
| Employer contribution / active EE | $15,389 | $1,532+904.7% | $4,087+276.5% | $2,234+589.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $5,632-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $132-100.0% | $9,500-100.0% | $158-100.0% |