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 | $530,092 | $143,525+269.3% | $379,746+39.6% | $90,288+487.1% |
| Participation rate | 97.0% | 82.9%+14.1pp | 78.4%+18.6pp | 73.4%+23.7pp |
| Annual return | 11.86% | 18.97%-7.1pp | 34.90%-23.0pp | 53.97%-42.1pp |
| Employer contribution / active EE | $4,765 | $3,201+48.9% | $3,540+34.6% | $2,524+88.8% |
| Participant deferral / active EE | $15,310 | $5,231+192.7% | $6,024+154.1% | $4,232+261.8% |
| Admin fee / account holder | $0 | $100-100.0% | $7,927-100.0% | $114-100.0% |