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 9-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 | $682,299 | $104,919+550.3% | $116,228+487.0% | $85,563+697.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.6%+25.4pp | 66.0%+34.0pp |
| Annual return | -4.42% | 15.38%-19.8pp | 90.06%-94.5pp | 31.51%-35.9pp |
| Employer contribution / active EE | $17,918 | $3,485+414.1% | $2,994+498.4% | $2,654+575.2% |
| Participant deferral / active EE | $0 | $5,306-100.0% | $4,953-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $11,989-100.0% | $834-100.0% |