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 | $857,944 | $155,795+450.7% | $136,294+529.5% | $69,631+1132.1% |
| Participation rate | 86.0% | 75.2%+10.7pp | 81.9%+4.1pp | 70.7%+15.3pp |
| Annual return | 14.66% | 232464.33%-232449.7pp | 5155.94%-5141.3pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $19,473 | $2,991+551.1% | $4,695+314.7% | $2,032+858.3% |
| Participant deferral / active EE | $12,829 | $5,394+137.9% | $6,247+105.4% | $3,224+298.0% |
| Admin fee / account holder | $0 | $128-100.0% | $9,243-100.0% | $110-100.0% |