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 | $68,708 | $40,522+69.6% | $84,611-18.8% | $67,579+1.7% |
| Participation rate | 99.3% | 51.1%+48.2pp | 68.2%+31.1pp | 71.3%+28.1pp |
| Annual return | 18.60% | 32.72%-14.1pp | 258.74%-240.1pp | 378.56%-360.0pp |
| Employer contribution / active EE | $18,956 | $1,146+1553.8% | $2,652+614.8% | $2,148+782.6% |
| Participant deferral / active EE | $0 | $2,132-100.0% | $3,899-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $4,912-100.0% | $142-100.0% |