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 9-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 | $317,277 | $89,436+254.8% | $164,813+92.5% | $77,643+308.6% |
| Participation rate | 99.8% | 78.6%+21.2pp | 78.6%+21.2pp | 70.6%+29.2pp |
| Annual return | 7.31% | 28.83%-21.5pp | 69.93%-62.6pp | 31.24%-23.9pp |
| Employer contribution / active EE | $8,557 | $2,569+233.1% | $4,341+97.1% | $2,726+213.9% |
| Participant deferral / active EE | $0 | $4,897-100.0% | $6,031-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $339-100.0% | $12,690-100.0% | $430-100.0% |