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 | $336,980 | $54,045+523.5% | $115,157+192.6% | $65,185+417.0% |
| Participation rate | 94.0% | 63.5%+30.4pp | 75.9%+18.1pp | 70.2%+23.8pp |
| Annual return | -4.93% | 26.55%-31.5pp | 35.60%-40.5pp | 29.38%-34.3pp |
| Employer contribution / active EE | $18,702 | $1,653+1031.4% | $3,179+488.3% | $2,177+759.2% |
| Participant deferral / active EE | $0 | $2,504-100.0% | $4,168-100.0% | $3,514-100.0% |
| Admin fee / account holder | $7 | $626-98.8% | $7,088-99.9% | $847-99.1% |