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 | $291,287 | $102,553+184.0% | $151,611+92.1% | $66,914+335.3% |
| Participation rate | 97.9% | 85.5%+12.4pp | 87.5%+10.4pp | 69.8%+28.1pp |
| Annual return | -34.71% | -10.82%-23.9pp | 3.33%-38.0pp | 1.58%-36.3pp |
| Employer contribution / active EE | $25,011 | $4,180+498.3% | $6,166+305.6% | $2,544+883.1% |
| Participant deferral / active EE | $15,761 | $6,641+137.3% | $8,363+88.5% | $4,237+272.0% |
| Admin fee / account holder | $77 | $630-87.8% | $11,616-99.3% | $593-87.0% |