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 | $348,235 | $86,944+300.5% | $107,525+223.9% | $74,304+368.7% |
| Participation rate | 98.6% | 59.6%+39.1pp | 75.1%+23.5pp | 60.3%+38.3pp |
| Annual return | 13.04% | 23.52%-10.5pp | 181.32%-168.3pp | 29.43%-16.4pp |
| Employer contribution / active EE | $20,454 | $2,757+642.0% | $3,754+444.9% | $2,241+812.6% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $24 | $3,727-99.3% | $8,919-99.7% | $2,969-99.2% |