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 | $259,243 | $102,553+152.8% | $151,611+71.0% | $66,914+287.4% |
| Participation rate | 94.2% | 85.5%+8.7pp | 87.5%+6.7pp | 69.8%+24.4pp |
| Annual return | -18.07% | -10.82%-7.2pp | 3.33%-21.4pp | 1.58%-19.7pp |
| Employer contribution / active EE | $3,293 | $4,180-21.2% | $6,166-46.6% | $2,544+29.4% |
| Participant deferral / active EE | $12,040 | $6,641+81.3% | $8,363+44.0% | $4,237+184.2% |
| Admin fee / account holder | $0 | $630-100.0% | $11,616-100.0% | $593-100.0% |