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 | $493,694 | $60,323+718.4% | $81,812+503.5% | $74,495+562.7% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.78% | 16.90%-6.1pp | 773.79%-763.0pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $26,790 | $2,620+922.4% | $2,912+819.9% | $2,623+921.3% |
| Participant deferral / active EE | $5,203 | $3,387+53.6% | $4,319+20.5% | $4,346+19.7% |
| Admin fee / account holder | $1 | $1,486-99.9% | $7,386-100.0% | $1,942-100.0% |