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 4-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 | $512,613 | $86,944+489.6% | $107,525+376.7% | $74,304+589.9% |
| Participation rate | 97.0% | 59.6%+37.5pp | 75.1%+22.0pp | 60.3%+36.7pp |
| Annual return | 8.55% | 23.52%-15.0pp | 181.32%-172.8pp | 29.43%-20.9pp |
| Employer contribution / active EE | $16,028 | $2,757+481.4% | $3,754+327.0% | $2,241+615.2% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |