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 | $385,264 | $56,767+578.7% | $101,794+278.5% | $85,563+350.3% |
| Participation rate | 98.7% | 57.6%+41.1pp | 69.2%+29.5pp | 66.0%+32.7pp |
| Annual return | 10.39% | 17.76%-7.4pp | 30.53%-20.1pp | 31.51%-21.1pp |
| Employer contribution / active EE | $20,371 | $1,112+1731.6% | $2,289+790.0% | $2,654+667.7% |
| Participant deferral / active EE | $0 | $2,720-100.0% | $4,084-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,098-100.0% | $8,777-100.0% | $834-100.0% |