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 | $353,285 | $81,474+333.6% | $133,956+163.7% | $73,488+380.7% |
| Participation rate | 89.6% | 76.4%+13.3pp | 79.8%+9.8pp | 70.7%+18.9pp |
| Annual return | -0.43% | 19.40%-19.8pp | 45.09%-45.5pp | 28.51%-28.9pp |
| Employer contribution / active EE | $17,105 | $2,209+674.2% | $3,919+336.5% | $2,270+653.5% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $16 | $713-97.7% | $8,927-99.8% | $513-96.9% |