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 | $85,236 | $80,724+5.6% | $103,333-17.5% | $74,495+14.4% |
| Participation rate | 97.3% | 65.7%+31.6pp | 74.5%+22.8pp | 67.2%+30.1pp |
| Annual return | 3.13% | 27.56%-24.4pp | 24.88%-21.7pp | 1364.94%-1361.8pp |
| Employer contribution / active EE | $6,443 | $3,157+104.1% | $3,868+66.6% | $2,623+145.6% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $0 | $2,368-100.0% | $8,355-100.0% | $1,942-100.0% |