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 8-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 | $292,660 | $52,208+460.6% | $86,612+237.9% | $74,419+293.3% |
| Participation rate | 99.2% | 66.3%+32.8pp | 71.7%+27.5pp | 70.7%+28.4pp |
| Annual return | 8.39% | 44.46%-36.1pp | 591.07%-582.7pp | 34.38%-26.0pp |
| Employer contribution / active EE | $9,908 | $2,282+334.2% | $3,022+227.8% | $2,637+275.7% |
| Participant deferral / active EE | $0 | $3,383-100.0% | $4,438-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $319-100.0% | $5,614-100.0% | $348-100.0% |