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 | $282,152 | $71,192+296.3% | $117,854+139.4% | $62,292+352.9% |
| Participation rate | 99.0% | 74.2%+24.8pp | 79.7%+19.3pp | 69.5%+29.5pp |
| Annual return | 12.04% | 18.66%-6.6pp | 335.08%-323.0pp | 28.90%-16.9pp |
| Employer contribution / active EE | $20,799 | $1,934+975.6% | $3,786+449.4% | $2,042+918.5% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $587-100.0% | $8,020-100.0% | $479-100.0% |