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 | $407,275 | $82,917+391.2% | $103,333+294.1% | $77,643+424.6% |
| Participation rate | 95.6% | 71.6%+24.1pp | 74.5%+21.1pp | 70.6%+25.1pp |
| Annual return | 6.63% | 19.13%-12.5pp | 24.88%-18.3pp | 31.24%-24.6pp |
| Employer contribution / active EE | $1,470 | $3,552-58.6% | $3,868-62.0% | $2,726-46.1% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |