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 | $285,554 | $72,994+291.2% | $120,354+137.3% | $77,643+267.8% |
| Participation rate | 99.1% | 55.2%+43.8pp | 71.9%+27.2pp | 70.6%+28.5pp |
| Annual return | -8.64% | 18.23%-26.9pp | 107.15%-115.8pp | 31.24%-39.9pp |
| Employer contribution / active EE | $8,018 | $1,793+347.2% | $3,463+131.6% | $2,726+194.2% |
| Participant deferral / active EE | $0 | $3,011-100.0% | $4,991-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $658-99.9% | $9,423-100.0% | $430-99.9% |