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 | $82,706 | $27,839+197.1% | $58,482+41.4% | $71,457+15.7% |
| Participation rate | 89.4% | 34.5%+54.9pp | 50.9%+38.6pp | 67.9%+21.5pp |
| Annual return | -5.93% | 26.81%-32.7pp | 4239.32%-4245.2pp | 28.85%-34.8pp |
| Employer contribution / active EE | $5,019 | $631+695.7% | $1,053+376.5% | $2,588+94.0% |
| Participant deferral / active EE | $0 | $1,206-100.0% | $1,924-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,641-100.0% | $2,516-100.0% | $1,587-100.0% |