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 7-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 | $256,493 | $82,917+209.3% | $103,333+148.2% | $77,643+230.4% |
| Participation rate | 88.6% | 71.6%+17.0pp | 74.5%+14.1pp | 70.6%+18.0pp |
| Annual return | 8.36% | 19.13%-10.8pp | 24.88%-16.5pp | 31.24%-22.9pp |
| Employer contribution / active EE | $11,343 | $3,552+219.4% | $3,868+193.3% | $2,726+316.1% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |