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 | $389,845 | $72,066+441.0% | $81,930+375.8% | $90,288+331.8% |
| Participation rate | 98.3% | 78.9%+19.4pp | 72.0%+26.3pp | 73.4%+24.9pp |
| Annual return | 6.48% | 15.92%-9.4pp | 29.49%-23.0pp | 53.97%-47.5pp |
| Employer contribution / active EE | $12,979 | $2,335+455.9% | $4,310+201.1% | $2,524+414.2% |
| Participant deferral / active EE | $9,810 | $3,557+175.8% | $7,107+38.0% | $4,232+131.8% |
| Admin fee / account holder | $0 | $92-100.0% | $5,158-100.0% | $114-100.0% |