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 | $356,630 | $95,918+271.8% | $151,611+135.2% | $77,904+357.8% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -17.07% | -5.50%-11.6pp | 3.33%-20.4pp | 12.21%-29.3pp |
| Employer contribution / active EE | $23,182 | $4,330+435.3% | $6,166+276.0% | $2,848+714.1% |
| Participant deferral / active EE | $11,312 | $7,508+50.7% | $8,363+35.3% | $4,806+135.4% |
| Admin fee / account holder | $0 | $93-100.0% | $11,616-100.0% | $133-100.0% |