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 | $392,634 | $51,197+666.9% | $82,719+374.7% | $66,914+486.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.6%+27.4pp | 69.8%+30.2pp |
| Annual return | -18.34% | -9.64%-8.7pp | 701.18%-719.5pp | 1.58%-19.9pp |
| Employer contribution / active EE | $26,886 | $2,611+929.8% | $3,009+793.6% | $2,544+956.8% |
| Participant deferral / active EE | $6,055 | $3,458+75.1% | $4,395+37.8% | $4,237+42.9% |
| Admin fee / account holder | $1 | $416-99.9% | $5,329-100.0% | $593-99.9% |