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 | $366,667 | $88,634+313.7% | $101,326+261.9% | $74,304+393.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 60.3%+39.7pp |
| Annual return | 13.85% | 33.10%-19.2pp | 36.82%-23.0pp | 29.43%-15.6pp |
| Employer contribution / active EE | $24,304 | $2,930+729.4% | $3,665+563.1% | $2,241+984.4% |
| Participant deferral / active EE | $0 | $7,322-100.0% | $7,994-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $11,185-100.0% | $2,969-100.0% |