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 3-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 | $614,438 | $54,701+1023.3% | $86,188+612.9% | $71,457+759.9% |
| Participation rate | 99.5% | 60.1%+39.4pp | 69.0%+30.5pp | 67.9%+31.5pp |
| Annual return | 12.63% | 20.06%-7.4pp | 1168.45%-1155.8pp | 28.85%-16.2pp |
| Employer contribution / active EE | $11,898 | $1,265+840.5% | $2,380+399.9% | $2,588+359.8% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $3,985-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,922-100.0% | $6,852-100.0% | $1,587-100.0% |