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 | $548,027 | $82,664+563.0% | $125,339+337.2% | $68,494+700.1% |
| Participation rate | 95.6% | 75.0%+20.6pp | 82.4%+13.2pp | 67.9%+27.7pp |
| Annual return | -23.20% | -5.97%-17.2pp | 572.05%-595.3pp | -7.84%-15.4pp |
| Employer contribution / active EE | $16,368 | $3,381+384.1% | $4,814+240.0% | $2,596+530.5% |
| Participant deferral / active EE | $10,881 | $6,110+78.1% | $7,446+46.1% | $4,027+170.2% |
| Admin fee / account holder | -$399 | $6,275-106.4% | $10,010-104.0% | $5,403-107.4% |