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 | $262,393 | $111,491+135.3% | $189,513+38.5% | $86,799+202.3% |
| Participation rate | 97.9% | 87.3%+10.5pp | 87.8%+10.1pp | 72.3%+25.6pp |
| Annual return | 13.63% | 83.50%-69.9pp | 555.15%-541.5pp | 97.91%-84.3pp |
| Employer contribution / active EE | $18,475 | $3,951+367.6% | $6,162+199.8% | $2,405+668.1% |
| Participant deferral / active EE | $8,263 | $6,437+28.4% | $8,221+0.5% | $4,131+100.0% |
| Admin fee / account holder | $1 | $189-99.4% | $12,045-100.0% | $170-99.3% |