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 | $1,504,389 | $104,475+1339.9% | $159,436+843.6% | $79,386+1795.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 8.66% | 67.95%-59.3pp | 263.57%-254.9pp | 116.85%-108.2pp |
| Employer contribution / active EE | $28,904 | $3,417+746.0% | $4,829+498.5% | $2,427+1090.7% |
| Participant deferral / active EE | $22,691 | $6,467+250.9% | $7,352+208.6% | $4,046+460.9% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |