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 8-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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,550 | $71,192+104.4% | $117,854+23.5% | $62,292+133.7% |
| Participation rate | 92.6% | 74.2%+18.4pp | 79.7%+12.9pp | 69.5%+23.1pp |
| Annual return | -19.83% | 18.66%-38.5pp | 335.08%-354.9pp | 28.90%-48.7pp |
| Employer contribution / active EE | $15,977 | $1,934+726.2% | $3,786+322.0% | $2,042+682.3% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $587-100.0% | $8,020-100.0% | $479-100.0% |