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 | $267,095 | $101,517+163.1% | $453,369-41.1% | $101,517+163.1% |
| Participation rate | 96.4% | 74.6%+21.8pp | 78.0%+18.4pp | 74.6%+21.8pp |
| Annual return | 12.12% | 21.00%-8.9pp | 64.40%-52.3pp | 21.00%-8.9pp |
| Employer contribution / active EE | $3,571 | $2,973+20.1% | $4,070-12.3% | $2,973+20.1% |
| Participant deferral / active EE | $12,318 | $4,873+152.8% | $6,209+98.4% | $4,873+152.8% |
| Admin fee / account holder | $0 | $139-100.0% | $11,209-100.0% | $139-100.0% |