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 | $269,861 | $86,332+212.6% | $125,175+115.6% | $65,185+314.0% |
| Participation rate | 99.4% | 75.3%+24.1pp | 79.8%+19.6pp | 70.2%+29.2pp |
| Annual return | 8.07% | 27.43%-19.4pp | 43.79%-35.7pp | 29.38%-21.3pp |
| Employer contribution / active EE | $19,280 | $2,040+845.2% | $3,865+398.8% | $2,177+785.8% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $3 | $609-99.5% | $9,702-100.0% | $847-99.6% |