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 7-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 | $586,689 | $104,317+462.4% | $159,436+268.0% | $86,799+575.9% |
| Participation rate | 99.7% | 77.7%+22.0pp | 82.8%+16.9pp | 72.3%+27.4pp |
| Annual return | 11.64% | 26.32%-14.7pp | 263.57%-251.9pp | 97.91%-86.3pp |
| Employer contribution / active EE | $10,625 | $3,451+207.9% | $4,829+120.0% | $2,405+341.7% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $2 | $172-99.1% | $10,799-100.0% | $170-99.0% |