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 | $50,613 | $88,515-42.8% | $162,163-68.8% | $67,579-25.1% |
| Participation rate | 88.6% | 86.8%+1.8pp | 87.6%+1.1pp | 71.3%+17.4pp |
| Annual return | -1.95% | 27.04%-29.0pp | 115.59%-117.5pp | 378.56%-380.5pp |
| Employer contribution / active EE | $6,634 | $3,563+86.2% | $5,614+18.2% | $2,148+208.9% |
| Participant deferral / active EE | $17,819 | $5,724+211.3% | $7,298+144.2% | $3,539+403.5% |
| Admin fee / account holder | $130 | $124+5.3% | $10,843-98.8% | $142-8.5% |