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 6-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 | $272,207 | $58,336+366.6% | $97,226+180.0% | $199,593+36.4% |
| Participation rate | 98.6% | 63.8%+34.9pp | 72.7%+25.9pp | 72.0%+26.7pp |
| Annual return | -16.47% | 32.81%-49.3pp | 75.13%-91.6pp | 34.25%-50.7pp |
| Employer contribution / active EE | $965 | $1,416-31.9% | $2,729-64.7% | $3,034-68.2% |
| Participant deferral / active EE | $0 | $3,240-100.0% | $4,264-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $5,654-100.0% | $269-100.0% |