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 | $466,121 | $80,753+477.2% | $136,294+242.0% | $62,292+648.3% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.45% | 35.83%-23.4pp | 5155.94%-5143.5pp | 28.90%-16.4pp |
| Employer contribution / active EE | $6,805 | $2,884+136.0% | $4,695+44.9% | $2,042+233.2% |
| Participant deferral / active EE | $8,520 | $5,164+65.0% | $6,247+36.4% | $3,169+168.9% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |