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 | $731,921 | $84,784+763.3% | $98,439+643.5% | $74,419+883.5% |
| Participation rate | 99.7% | 81.5%+18.2pp | 75.2%+24.6pp | 70.7%+29.0pp |
| Annual return | 1.52% | 20.59%-19.1pp | 21.16%-19.6pp | 34.38%-32.9pp |
| Employer contribution / active EE | $7,782 | $3,364+131.3% | $3,048+155.3% | $2,637+195.1% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $204-100.0% | $8,948-100.0% | $348-100.0% |