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 | $854,780 | $41,647+1952.4% | $96,139+789.1% | $86,799+884.8% |
| Participation rate | 98.9% | 50.2%+48.7pp | 68.4%+30.5pp | 72.3%+26.7pp |
| Annual return | 0.44% | 27.24%-26.8pp | 191.94%-191.5pp | 97.91%-97.5pp |
| Employer contribution / active EE | $34,211 | $1,318+2496.5% | $2,797+1123.2% | $2,405+1322.3% |
| Participant deferral / active EE | $0 | $2,412-100.0% | $4,349-100.0% | $4,131-100.0% |
| Admin fee / account holder | $12 | $169-92.8% | $5,537-99.8% | $170-92.8% |