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 | $333,355 | $91,372+264.8% | $129,995+156.4% | $74,419+347.9% |
| Participation rate | 99.7% | 77.8%+21.9pp | 78.5%+21.2pp | 70.7%+28.9pp |
| Annual return | 6.62% | 23.21%-16.6pp | -137.18%+143.8pp | 34.38%-27.8pp |
| Employer contribution / active EE | $14,145 | $2,563+451.8% | $4,320+227.5% | $2,637+436.3% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,614-100.0% | $348-100.0% |