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 10-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 | $254,509 | $82,917+206.9% | $103,333+146.3% | $77,643+227.8% |
| Participation rate | 98.9% | 71.6%+27.3pp | 74.5%+24.4pp | 70.6%+28.3pp |
| Annual return | 11.34% | 19.13%-7.8pp | 24.88%-13.5pp | 31.24%-19.9pp |
| Employer contribution / active EE | $21,941 | $3,552+517.8% | $3,868+467.3% | $2,726+704.9% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $2 | $638-99.8% | $8,355-100.0% | $430-99.6% |