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 | $440,297 | $121,341+262.9% | $189,513+132.3% | $79,386+454.6% |
| Participation rate | 93.9% | 86.1%+7.8pp | 87.8%+6.1pp | 70.7%+23.2pp |
| Annual return | 7.28% | 21.08%-13.8pp | 555.15%-547.9pp | 116.85%-109.6pp |
| Employer contribution / active EE | $22,965 | $3,915+486.6% | $6,162+272.7% | $2,427+846.1% |
| Participant deferral / active EE | $13,957 | $6,395+118.2% | $8,221+69.8% | $4,046+245.0% |
| Admin fee / account holder | $49 | $651-92.5% | $12,045-99.6% | $626-92.2% |