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 | $638,883 | $65,376+877.2% | $87,100+633.5% | $65,185+880.1% |
| Participation rate | 72.3% | 75.3%-3.1pp | 76.9%-4.6pp | 70.2%+2.1pp |
| Annual return | 3.60% | 31.27%-27.7pp | 28.19%-24.6pp | 29.38%-25.8pp |
| Employer contribution / active EE | $19,970 | $1,822+995.8% | $2,521+692.1% | $2,177+817.5% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $520-99.7% | $7,497-100.0% | $847-99.8% |