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 | $357,977 | $104,699+241.9% | $129,995+175.4% | - |
| Participation rate | 100.0% | 73.3%+26.7pp | 78.5%+21.5pp | - |
| Annual return | -13.29% | 12.02%-25.3pp | -137.18%+123.9pp | - |
| Employer contribution / active EE | $10,029 | $2,071+384.3% | $4,320+132.2% | - |
| Participant deferral / active EE | $0 | $4,216-100.0% | $5,820-100.0% | - |
| Admin fee / account holder | $0 | $5,899-100.0% | $10,614-100.0% | - |