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 | $640,356 | $106,028+504.0% | $146,958+335.7% | $77,643+724.7% |
| Participation rate | 99.3% | 78.4%+21.0pp | 82.2%+17.2pp | 70.6%+28.8pp |
| Annual return | 13.57% | 56.73%-43.2pp | 418.34%-404.8pp | 31.24%-17.7pp |
| Employer contribution / active EE | $20,165 | $4,063+396.3% | $4,933+308.8% | $2,726+639.8% |
| Participant deferral / active EE | $11,454 | $7,990+43.4% | $8,070+41.9% | $4,647+146.5% |
| Admin fee / account holder | $0 | $337-100.0% | $12,998-100.0% | $430-100.0% |