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 | $526,755 | $65,376+705.7% | $87,100+504.8% | $65,185+708.1% |
| Participation rate | 99.5% | 75.3%+24.2pp | 76.9%+22.6pp | 70.2%+29.3pp |
| Annual return | 15.05% | 31.27%-16.2pp | 28.19%-13.1pp | 29.38%-14.3pp |
| Employer contribution / active EE | $25,502 | $1,822+1299.3% | $2,521+911.5% | $2,177+1071.6% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $50 | $520-90.3% | $7,497-99.3% | $847-94.1% |