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 | $355,696 | $102,553+246.8% | $151,611+134.6% | $66,914+431.6% |
| Participation rate | 95.7% | 85.5%+10.2pp | 87.5%+8.2pp | 69.8%+25.9pp |
| Annual return | -21.09% | -10.82%-10.3pp | 3.33%-24.4pp | 1.58%-22.7pp |
| Employer contribution / active EE | $15,999 | $4,180+282.7% | $6,166+159.5% | $2,544+528.9% |
| Participant deferral / active EE | $18,160 | $6,641+173.5% | $8,363+117.1% | $4,237+328.6% |
| Admin fee / account holder | $6 | $630-99.0% | $11,616-99.9% | $593-98.9% |