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 10-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 | $132,359 | $54,701+142.0% | $86,188+53.6% | $71,457+85.2% |
| Participation rate | 96.8% | 60.1%+36.7pp | 69.0%+27.8pp | 67.9%+28.9pp |
| Annual return | 7.15% | 20.06%-12.9pp | 1168.45%-1161.3pp | 28.85%-21.7pp |
| Employer contribution / active EE | $15,047 | $1,265+1089.4% | $2,380+532.2% | $2,588+481.5% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $3,985-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,922-100.0% | $6,852-100.0% | $1,587-100.0% |