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 | $262,199 | $91,407+186.8% | $135,903+92.9% | $71,457+266.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 15.39% | 29.90%-14.5pp | 68.23%-52.8pp | 28.85%-13.5pp |
| Employer contribution / active EE | $9,888 | $3,703+167.0% | $4,856+103.6% | $2,588+282.1% |
| Participant deferral / active EE | $10,247 | $7,092+44.5% | $7,758+32.1% | $4,289+138.9% |
| Admin fee / account holder | $48 | $1,266-96.2% | $10,762-99.6% | $1,587-97.0% |