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 7-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 | $84,863 | $88,581-4.2% | $145,661-41.7% | $74,304+14.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 77.2%+22.8pp | 60.3%+39.7pp |
| Annual return | -4.39% | 34.30%-38.7pp | 101.46%-105.9pp | 29.43%-33.8pp |
| Employer contribution / active EE | $5,350 | $2,612+104.8% | $4,238+26.3% | $2,241+138.7% |
| Participant deferral / active EE | $0 | $4,151-100.0% | $7,198-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,953-100.0% | $12,466-100.0% | $2,969-100.0% |