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 7-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 | $461,538 | $60,323+665.1% | $81,812+464.1% | $74,495+519.6% |
| Participation rate | 95.1% | 62.9%+32.2pp | 72.3%+22.7pp | 67.2%+27.9pp |
| Annual return | 3.79% | 16.90%-13.1pp | 773.79%-770.0pp | 1364.94%-1361.1pp |
| Employer contribution / active EE | $10,464 | $2,620+299.4% | $2,912+259.3% | $2,623+298.9% |
| Participant deferral / active EE | $0 | $3,387-100.0% | $4,319-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $1,486-100.0% | $7,386-100.0% | $1,942-100.0% |