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 9-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 | $251,444 | $98,727+154.7% | $113,168+122.2% | $85,563+193.9% |
| Participation rate | 99.7% | 80.8%+18.9pp | 76.6%+23.2pp | 66.0%+33.8pp |
| Annual return | 9.60% | 17.43%-7.8pp | 24.27%-14.7pp | 31.51%-21.9pp |
| Employer contribution / active EE | $16,978 | $2,907+484.1% | $2,975+470.7% | $2,654+539.8% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $357-100.0% | $12,068-100.0% | $834-100.0% |