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 | $426,708 | $79,171+439.0% | $102,423+316.6% | $74,495+472.8% |
| Participation rate | 99.0% | 74.8%+24.2pp | 76.5%+22.6pp | 67.2%+31.8pp |
| Annual return | 5.44% | 54.93%-49.5pp | 29.32%-23.9pp | 1364.94%-1359.5pp |
| Employer contribution / active EE | $20,364 | $2,362+762.0% | $3,023+573.6% | $2,623+676.4% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $5,053-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,001-100.0% | $9,451-100.0% | $1,942-100.0% |