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 | $941,224 | $104,475+800.9% | $159,436+490.3% | $79,386+1085.6% |
| Participation rate | 88.5% | 76.6%+11.8pp | 82.8%+5.6pp | 70.7%+17.8pp |
| Annual return | 13.35% | 67.95%-54.6pp | 263.57%-250.2pp | 116.85%-103.5pp |
| Employer contribution / active EE | $13,728 | $3,417+301.8% | $4,829+184.3% | $2,427+465.5% |
| Participant deferral / active EE | $12,445 | $6,467+92.4% | $7,352+69.3% | $4,046+207.6% |
| Admin fee / account holder | $0 | $711-100.0% | $10,799-100.0% | $626-100.0% |