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 | $340,989 | $42,901+694.8% | $91,220+273.8% | $64,808+426.2% |
| Participation rate | 99.0% | 68.1%+30.9pp | 73.2%+25.8pp | 71.5%+27.5pp |
| Annual return | -27.06% | -13.53%-13.5pp | 114.01%-141.1pp | 32.82%-59.9pp |
| Employer contribution / active EE | $739 | $1,571-53.0% | $2,850-74.1% | $2,506-70.5% |
| Participant deferral / active EE | $0 | $3,501-100.0% | $4,234-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $131-100.0% | $5,420-100.0% | $188-100.0% |