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 9-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 | $86,986 | $89,652-3.0% | $141,162-38.4% | $65,185+33.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | -4.14% | 32.79%-36.9pp | 71.39%-75.5pp | 29.38%-33.5pp |
| Employer contribution / active EE | $12,569 | $3,065+310.1% | $4,735+165.4% | $2,177+477.4% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $5 | $569-99.1% | $10,261-99.9% | $847-99.4% |