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 | $258,601 | $70,908+264.7% | $98,907+161.5% | $73,488+251.9% |
| Participation rate | 89.2% | 73.8%+15.4pp | 76.0%+13.2pp | 70.7%+18.5pp |
| Annual return | 7.53% | 34.17%-26.6pp | 196.43%-188.9pp | 28.51%-21.0pp |
| Employer contribution / active EE | $14,294 | $2,036+601.9% | $2,689+431.6% | $2,270+529.6% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $535-100.0% | $6,642-100.0% | $513-100.0% |