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 | $333,389 | $129,021+158.4% | $184,203+81.0% | $77,643+329.4% |
| Participation rate | 98.6% | 87.3%+11.2pp | 86.8%+11.8pp | 70.6%+28.0pp |
| Annual return | 3.22% | 33.27%-30.1pp | 28.81%-25.6pp | 31.24%-28.0pp |
| Employer contribution / active EE | $11,119 | $4,413+152.0% | $6,427+73.0% | $2,726+307.9% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $254-100.0% | $13,901-100.0% | $430-100.0% |