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 | $433,788 | $65,862+558.6% | $124,672+247.9% | $79,386+446.4% |
| Participation rate | 98.9% | 62.2%+36.6pp | 74.6%+24.2pp | 70.7%+28.2pp |
| Annual return | 5.43% | 19.02%-13.6pp | 5142.93%-5137.5pp | 116.85%-111.4pp |
| Employer contribution / active EE | $19,138 | $1,883+916.2% | $3,324+475.8% | $2,427+688.4% |
| Participant deferral / active EE | $0 | $2,772-100.0% | $4,614-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $673-100.0% | $7,493-100.0% | $626-100.0% |