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 | $318,618 | $57,739+451.8% | $112,229+183.9% | $74,419+328.1% |
| Participation rate | 99.9% | 55.6%+44.2pp | 72.4%+27.4pp | 70.7%+29.1pp |
| Annual return | 0.83% | 19.52%-18.7pp | 30.20%-29.4pp | 34.38%-33.5pp |
| Employer contribution / active EE | $6,209 | $1,675+270.7% | $3,430+81.0% | $2,637+135.4% |
| Participant deferral / active EE | $0 | $2,891-100.0% | $4,798-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $462-100.0% | $7,748-100.0% | $348-100.0% |