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 6-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 | $167,048 | $49,693+236.2% | $70,515+136.9% | $74,419+124.5% |
| Participation rate | 96.0% | 64.7%+31.3pp | 68.3%+27.7pp | 70.7%+25.3pp |
| Annual return | 5.39% | 21.22%-15.8pp | 32.77%-27.4pp | 34.38%-29.0pp |
| Employer contribution / active EE | $29,813 | $1,773+1581.3% | $2,973+902.6% | $2,637+1030.4% |
| Participant deferral / active EE | $0 | $3,376-100.0% | $4,567-100.0% | $4,528-100.0% |
| Admin fee / account holder | $1 | $316-99.8% | $6,412-100.0% | $348-99.8% |