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 | $400,134 | $76,050+426.1% | $96,544+314.5% | $71,457+460.0% |
| Participation rate | 97.6% | 74.4%+23.2pp | 76.0%+21.7pp | 67.9%+29.7pp |
| Annual return | 10.69% | 22.81%-12.1pp | 25.84%-15.1pp | 28.85%-18.2pp |
| Employer contribution / active EE | $18,101 | $2,244+706.6% | $2,965+510.5% | $2,588+599.5% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1 | $2,707-100.0% | $8,252-100.0% | $1,587-100.0% |