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 | $282,907 | $71,516+295.6% | $98,439+187.4% | $71,457+295.9% |
| Participation rate | 97.8% | 72.7%+25.1pp | 75.2%+22.7pp | 67.9%+29.9pp |
| Annual return | 8.71% | 32.41%-23.7pp | 21.16%-12.5pp | 28.85%-20.1pp |
| Employer contribution / active EE | $18,510 | $2,399+671.6% | $3,048+507.3% | $2,588+615.3% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,675-100.0% | $8,948-100.0% | $1,587-100.0% |