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 5-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 | $370,366 | $88,581+318.1% | $145,661+154.3% | $74,304+398.4% |
| Participation rate | 99.6% | 64.9%+34.6pp | 77.2%+22.4pp | 60.3%+39.2pp |
| Annual return | 2.85% | 34.30%-31.5pp | 101.46%-98.6pp | 29.43%-26.6pp |
| Employer contribution / active EE | $3,956 | $2,612+51.4% | $4,238-6.6% | $2,241+76.5% |
| Participant deferral / active EE | $0 | $4,151-100.0% | $7,198-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,953-100.0% | $12,466-100.0% | $2,969-100.0% |