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 | $268,281 | $58,083+361.9% | $80,019+235.3% | $56,287+376.6% |
| Participation rate | 99.6% | 73.6%+26.0pp | 75.8%+23.7pp | 69.9%+29.7pp |
| Annual return | -18.12% | 34.61%-52.7pp | 11.22%-29.3pp | -9.96%-8.2pp |
| Employer contribution / active EE | $11,321 | $1,932+485.9% | $2,468+358.7% | $2,111+436.3% |
| Participant deferral / active EE | $0 | $3,135-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |