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 | $524,100 | $92,055+469.3% | $106,213+393.4% | $77,643+575.0% |
| Participation rate | 99.8% | 81.0%+18.8pp | 75.3%+24.5pp | 70.6%+29.2pp |
| Annual return | 3.81% | 17.91%-14.1pp | 116.14%-112.3pp | 31.24%-27.4pp |
| Employer contribution / active EE | $20,599 | $3,367+511.8% | $3,171+549.5% | $2,726+655.7% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,016-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $219-99.9% | $11,033-100.0% | $430-99.9% |