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 | $485,533 | $127,218+281.7% | $392,568+23.7% | $77,787+524.2% |
| Participation rate | 97.4% | 82.0%+15.4pp | 78.1%+19.4pp | 73.2%+24.2pp |
| Annual return | 19.00% | 25.27%-6.3pp | 24.42%-5.4pp | 32.57%-13.6pp |
| Employer contribution / active EE | $4,491 | $3,064+46.6% | $3,783+18.7% | $2,504+79.3% |
| Participant deferral / active EE | $14,835 | $4,820+207.8% | $5,985+147.9% | $3,967+273.9% |
| Admin fee / account holder | $0 | $89-100.0% | $6,260-100.0% | $100-100.0% |