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 | $1,184,975 | $88,083+1245.3% | $164,813+619.0% | $74,495+1490.7% |
| Participation rate | 98.3% | 73.0%+25.2pp | 78.6%+19.7pp | 67.2%+31.1pp |
| Annual return | 6.81% | 17.26%-10.5pp | 69.93%-63.1pp | 1364.94%-1358.1pp |
| Employer contribution / active EE | $820 | $2,593-68.4% | $4,341-81.1% | $2,623-68.7% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,234-100.0% | $12,690-100.0% | $1,942-100.0% |