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 | $312,402 | $98,727+216.4% | $113,168+176.1% | $85,563+265.1% |
| Participation rate | 96.2% | 80.8%+15.4pp | 76.6%+19.6pp | 66.0%+30.2pp |
| Annual return | -3.25% | 17.43%-20.7pp | 24.27%-27.5pp | 31.51%-34.8pp |
| Employer contribution / active EE | $19,977 | $2,907+587.3% | $2,975+571.4% | $2,654+652.8% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $3 | $357-99.2% | $12,068-100.0% | $834-99.6% |