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 | $395,491 | $119,446+231.1% | $150,045+163.6% | $85,563+362.2% |
| Participation rate | 98.7% | 75.4%+23.3pp | 82.3%+16.4pp | 66.0%+32.8pp |
| Annual return | 12.89% | 23.72%-10.8pp | 62.55%-49.7pp | 31.51%-18.6pp |
| Employer contribution / active EE | $2,041 | $4,078-49.9% | $4,693-56.5% | $2,654-23.1% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $548-100.0% | $13,435-100.0% | $834-100.0% |