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 6-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 | $963,911 | $82,978+1061.7% | $129,995+641.5% | $71,457+1248.9% |
| Participation rate | 99.5% | 74.1%+25.5pp | 78.5%+21.1pp | 67.9%+31.6pp |
| Annual return | -11.11% | 20.60%-31.7pp | -137.18%+126.1pp | 28.85%-40.0pp |
| Employer contribution / active EE | $6,627 | $2,622+152.8% | $4,320+53.4% | $2,588+156.1% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,729-100.0% | $10,614-100.0% | $1,587-100.0% |